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Building 2DIAMOND WEALTH MANAGEMENT, LLC

Map pinALPINE, UT
Phone801-216-4811
NotebookSEC #801-110663
Total AUM
$212M
Employees
6
Clients
391

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 W. MAIN STREET COURT
SUITE 250E
ALPINE
UT 84004
United States
Operating Hours
9-4
Monday - Friday
Phone
801-216-4811
Other Offices
2

ReceiptFinancials

Total AUM
$212M
Accounts
585
Discretionary
$194.5M
Accounts
516
Non-Discretionary
$17.4M
Accounts
69

ContactClients

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Individual Clients
227
AUM
$54.8M
HNW Individual Clients
164
AUM
$157.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Discipline/Expulsion/SuspensionSRO False Statement FindingSRO Rule Violation
State Registrations
AKAZCACOFLNMNVNYTXUTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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