1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BLACKDIAMOND WEALTH MANAGEMENT, LLC

Map pinNEW YORK, NY
Phone(212) 784-6999
NotebookSEC #801-112524
Total AUM
$424M
Employees
10
Clients
380

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31 HUDSON YARDS
FLOOR 10, SUITE 55
NEW YORK
NY 10001
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(212) 784-6999
Other Offices
2

ReceiptFinancials

Total AUM
$424M
Accounts
1,238
Discretionary
$405.6M
Accounts
1,232
Non-Discretionary
$18.4M
Accounts
6

ContactClients

View more in analytics →

Individual Clients
275
AUM
$123.1M
HNW Individual Clients
96
AUM
$281.6M
Pension/Profit Sharing Plan Clients
8
AUM
$18.4M
Corporation or Business Clients
1
AUM
$818.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SRO Rule Violation
State Registrations
CACOCTDEFLILMONHNJNYPATX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account