DIAMOND WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2017

Total AUM

$212M

Discretionary

$195M

92% of AUM

Avg account

$362K

Accounts

585

Employees

Advisory reps

Firm details

Headquarters: ALPINE, Utah
CRD number: 288603
Registered since: June 19, 2017
Website: www.ensignwealthadvisors.com
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 RIA that acts as a capital allocator for individual and family clients. The firm combines fee-based planning and portfolio management with a practice of selecting outside managers when appropriate. Its advisory mix includes financial planning, direct portfolio management for individuals and small businesses, and educational seminars—indications that client service blends ongoing investment oversight with financial planning and investor education. Investment activity shows a preference for exchange-traded equities as the single largest sleeve of managed assets, while the firm also deploys mutual funds and allocates to third-party alternative managers. Fee arrangements are flexible—percentage of AUM, hourly, and fixed fees—allowing the firm to serve clients with differing engagement needs. The firm reports not being an active ESG investor.