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Diamond Wealth Management, LLC

● SEC registered since 2017CRD 288603SEC# 801-110663Alpine, UT
Export (members)
Reg. AUM
$183.5M
Employees
6
Accounts
510
Location
Alpine, UT

Diamond Wealth Management, LLC assets under management

Diamond Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Alpine, UT. The firm has been registered since 2017. It reports $183.5 million in regulatory assets under management and employs 6 people.
www.diamondwealthmgt.comView on SEC.gov ↗

Diamond Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
David Bart Hill ControlChief Compliance Officer/Managing MemberOver 75%2017

Frequently asked questions

How much does Diamond Wealth Management, LLC manage?

Diamond Wealth Management, LLC reports $183.5 million in regulatory assets under management on its Form ADV.

How many employees does Diamond Wealth Management, LLC have?

Diamond Wealth Management, LLC reports 6 employees.

Where is Diamond Wealth Management, LLC located?

Diamond Wealth Management, LLC is based in Alpine, UT and has been SEC-registered since 2017.

Does Diamond Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address40 W. Main Street Court, Suite 250e, Alpine, UT 84004
Phone801-216-4811
Fax801-216-4897
Office hours4-Sep
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$171.7M
Non-discretionary$11.8M
Total (RAUM)$183.5M