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Building 2BLACK DIAMOND WEALTH MANAGEMENT, LLC

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Phone215-559-1166
NotebookSEC #801-119714
Total AUM
$5.9M
Employees
1
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 AM - 5 PM
Monday - Friday
Phone
215-559-1166

ReceiptFinancials

Total AUM
$5.9M
Accounts
56
Discretionary
$5.9M
Accounts
56
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
31
AUM
$1.2M
HNW Individual Clients
5
AUM
$4.2M
Corporation or Business Clients
1
AUM
$486K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
PORTFOLIO MONITORING
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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