Diamond Wealth Management, LLC

RIASEC RegisteredEst. 2017
Total AUM
$212M
Discretionary
$195M
92% of AUM
Avg account
$362K
Accounts
585
Employees
6
Advisory reps
3

Firm details

Headquarters
Alpine, Utah
CRD number
288603
Registered since
June 19, 2017
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI74.15%
  • Individuals25.85%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Diamond Wealth Management, LLC is an independent, owner-operated RIA that registered with the SEC in 2017. The firm acts as a capital allocator for individual and family clients, offering financial planning, portfolio management for individuals and small business owners, adviser selection, and educational workshops. Its billing mixes percentage-of-AUM with hourly and fixed fees. The firm is not positioned as an ESG investor and does not identify as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 34%, Public Funds/Mutual Funds 29%, Cash & Cash Equivalents 12%, Private Funds 9%, Non-Exchange Traded Equities 5%, Investment Grade Corp Bonds 5%, Derivatives 5%, State & Local Bonds 1%34%
  • Exchange Traded Equities34%
  • Public Funds/Mutual Funds29%
  • Cash & Cash Equivalents12%
  • Private Funds9%
  • Non-Exchange Traded Equities5%

Owners & executives

1 of 1
  • David Hill

    David Hill

    CEO & CCOCRD 4049028

Contacts

2 of 2

  • Arthur Smithee

    Financial Advisor and Registered RepresentativeCRD 1068632

  • Richard Simons

    Investment Advisor RepresentativeCRD 2649426

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Alpine, UT

Utah

Location

Alpine, UT

Headquartered in Alpine, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
Utah
Address
40 W Main Street Ct
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth