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Blackdiamond Wealth Management, LLC

● SEC registered since 2018CRD 291459SEC# 801-112524New York, NY
Export (members)
Reg. AUM
$322.4M
Employees
10
Accounts
1,100
Location
New York, NY

Blackdiamond Wealth Management, LLC assets under management

Blackdiamond Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2018. It reports $322.4 million in regulatory assets under management and employs 10 people.
twitter.com/blackdiamondwmView on SEC.gov ↗

Blackdiamond Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Kenneth E Nuttall ControlChief Investment OfficerUnder 5%2020
Scott Michael Ungar ControlChief Compliance OfficerUnder 5%2018
Sean Merideth Hollitz ControlManaging PartnerOver 75%2017

Frequently asked questions

How much does Blackdiamond Wealth Management, LLC manage?

Blackdiamond Wealth Management, LLC reports $322.4 million in regulatory assets under management on its Form ADV.

How many employees does Blackdiamond Wealth Management, LLC have?

Blackdiamond Wealth Management, LLC reports 10 employees.

Where is Blackdiamond Wealth Management, LLC located?

Blackdiamond Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2018.

Does Blackdiamond Wealth Management, LLC disclose fund performance?

Blackdiamond Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address31 Hudson Yards, Floor 10, Suite 55, New York, NY 10001
Phone(212) 784-6999
Fax(917) 565-8509
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
CIK1903059
Discloses disciplinary historyYes

Assets under management

Discretionary$313.4M
Non-discretionary$9.1M
Total (RAUM)$322.4M