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DIAMOND PEAK WEALTH MANAGEMENT LLC
CRD 342229
2445 NE DIVISION ST, STE 204, BEND, OR, 97703-3568, United States
Phone
541-610-6901
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.9M
Discretionary AUM
$29.9M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $9.0M |
| High net worth individuals | 11 | $20.9M |
All web addresses on file
Official SEC filing: View on IAPD