CRD: 291459
Blackdiamond Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2018
- Office Locations
- 2
Office Locations
About Blackdiamond Wealth Management, LLC
BlackDiamond Wealth Management is a New York-based RIA providing holistic financial planning and investment management for individuals, business owners, and corporate clients. The firm covers insurance, tax and estate planning, and business financial services to support employers and employees. Portfolios are ETF-forward with diversified public markets and risk management. Custody via Schwab and SEI. Member of 1% for the Planet, donating 1% of revenue to environmental causes.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
SEAN MERIDETH HOLLITZ
Managing Partner
- CRD
- #4085021
- Ownership
- 75% or more
Kenneth E Nuttall
Chief Investment Officer
- CRD
- #6704812
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Kevin Gregg DeRosa
Associate
- CRD
- #6865811
LAURENCE EDWARD GREENWALD
Managing Director
- CRD
- #1034663
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $405,576,122 | $329,201 |
| Non-Discretionary | $18,391,336 | $3,065,223 |
| Total | $423,967,458 | $342,462 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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