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- Custodian
- Charles Schwab & Company · JP Morgan · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- EagleCapital optima +more
- Established Date
- 10-30-2020
- Office Locations
- 1
Office Locations
About Black Diamond Advisory Partners
Black Diamond Wealth Management, LLC is a Malvern, PA registered investment adviser providing wealth management and financial planning for individuals and entrepreneurs. The firm supports portfolio construction and ongoing asset management alongside tax, estate, insurance, retirement-plan, and business-succession planning, using ETFs, mutual funds, index funds and select alternatives (e.g., real estate/private equity). Uses the Black Diamond platform; custody includes Schwab.
Team overview
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Client Personas
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Investment Vehicles
Platform
Services
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Owner & Executives
Christopher Robert Buckley
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #6778249
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,704,709 | $105,050 |
| Non-Discretionary | $0 | -- |
| Total | $23,704,709 | $105,050 |
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Separately Managed Accounts
Total SMA Asset: $23,704,709
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,714,485,988 | 26.2% |
| Equity - Exchange | $1,590,153,034 | 24.3% |
| Cash | $3,239,200,625 | 49.5% |
| Total | $6,543,839,647 | 100.0% |