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Diamond Wealth Management, LLC
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Alpine, Utah
$157.8 million AUM
2 offices

Diamond Wealth Management, LLC is based in Alpine, Utah and has $157.8 million in assets under management.

Location
40 W. Main Street Court
Suite 250E
Alpine, UT 84004
$157.8 million
AUM
6
Employees
AUM Share
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$157,775,172
Assets under management
493 clients
Number of clients
Average investment size is $320,031
1% are outside of the U.S.
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 134 $25,349,640 16% $189,176
High net worth individuals 90 $131,373,564 83% $1,459,706
Charitable organizations 1 $1,051,968 1% $1,051,968
Employees Share
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6
Employees
6
Investment analysts
100% of total employees
AUM per employee Share
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$157,775,172
Assets under management
$26,295,862
AUM per employee
$26,295,862
AUM per investment analyst
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Compensation

Diamond Wealth Management, LLC makes money through the following ways:

  • Percentage of AUM
  • Hourly fees
  • Fixed fees
Services offered

Diamond Wealth Management, LLC provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
Firm data Share
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CRD number 288,603
SEC number 801-110663
Legal structure Limited Liability Company
Legal governance Utah, United States
Latest ADV filing date May 05, 2020

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