DIAMOND PEAK WEALTH MANAGEMENT LLC

Overview

Diamond Peak Wealth Management LLC operates as an independent registered investment adviser organized as an LLC and focused on individual and family clients. The firm concentrates on financial planning and discretionary portfolio management for individuals and small businesses rather than institutional mandates. Its reported fee arrangements include asset-based fees alongside hourly and fixed-fee engagements, giving flexibility for both ongoing wealth management and project-based planning work. Regulatory detail in the available snapshot is limited: the firm is not identified as a multi-state adviser, is not flagged as an active ESG investor, and does not act as a capital allocator. The firm’s ADV indicates standard advisory services (financial planning and portfolio management) and a client base made up of individuals and families.

Assets & Accounts