DIAMOND WEALTH MANAGEMENT, LLC

40 W. Main Street Court
Suite 250e
Alpine, Utah 84004
Tel: 801-216-4811

About DIAMOND WEALTH MANAGEMENT, LLC

DIAMOND WEALTH MANAGEMENT, LLC, formally registered with the SEC as DIAMOND WEALTH MANAGEMENT, LLC. The firm was established in 06/19/2017. They have over 3 offices throughout the country.

DIAMOND WEALTH MANAGEMENT, LLC is a Alpine, Utah based Financial Planning firm with nearly $153,700,174 assets under management, offering retirement planning & investment advisory services to 450 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288603
SEC#	801-110663
Assets Managed by Firm	$153,700,174
No. of Clients	450
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	450	$153,700,174
Individuals (other than high net worth individuals)	186	$33,261,865
High net worth individuals	118	$120,438,309

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