Diamond Wealth Partners

Overview

Diamond Wealth Partners is an independent, Wisconsin‑based limited liability advisory firm that serves a small base of individuals and families. The firm is state‑registered in Wisconsin and is owned by an individual principal. Its service mix centers on financial planning, discretionary portfolio management for individuals and small businesses, and selecting outside advisers for clients. Diamond acts as a capital allocator, placing client capital with third‑party managers where appropriate. Fee arrangements include asset‑based fees, hourly billing, fixed fees and other fee structures. The firm does not identify as an active ESG investor and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices