Blackdiamond Wealth Management, LLC

RIASEC RegisteredEst. 2018
Total AUM
$424M
Discretionary
$406M
96% of AUM
Avg account
$342K
Accounts
1,238
Employees
10
Advisory reps
7

Firm details

Headquarters
New York, New York
CRD number
291459
Registered since
February 26, 2018
Website
blackdiamondwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI66.42%
  • Individuals29.05%
  • Pension & Profit Sharing Plans4.34%
  • Corporations / Businesses0.19%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Blackdiamond Wealth Management, LLC is an independent, owner-led registered investment adviser that has been SEC-registered since 2018. The firm serves both individual and family clients as well as institutional accounts, charging clients via a mix of percentage-of-AUM and fixed fees. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of third‑party advisers. Blackdiamond identifies as a capital allocator and does not emphasize ESG investing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 58%, Non-Exchange Traded Equities 12%, Investment Grade Corp Bonds 11%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 4%, Private Funds 3%, Other 3%, State & Local Bonds 2%, US Government Bonds 1%, Derivatives 1%58%
  • Exchange Traded Equities58%
  • Non-Exchange Traded Equities12%
  • Investment Grade Corp Bonds11%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • Kenneth Nuttall

    Kenneth Nuttall

    Chief Investment OfficerCRD 6704812

Contacts

3 of 6
  • Scott Ungar

    Scott Ungar

    PartnerCRD 5199319

  • Jorge Pizarro

    Jorge Pizarro

    Registered RepresentativeCRD 6769955

  • Laurence Greenwald

    Laurence Greenwald

    Managing PartnerCRD 1034663

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 118

Active vs passive

$178M in ETFs

Passive

47%

$83.9M

Active

33%

$94.2M

ETFProviderStyleCategoryValueShares% of portfolio
WISDOMTREE FLOATING RATE TREASURY FUND (USFR)Wisdom TreePassiveUltrashort Bond$10.1M201,1265.69%
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Location

Primary office

New York, NY

New York

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
New York
Address
31 Hudson Yards
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth