CRD: 288603
Diamond Wealth Management, LLC
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- Custodian
- Bank OF America · Charles Schwab & Company · Fidelity/NFS · Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-19-2017
- Office Locations
- 1
Office Locations
About Diamond Wealth Management, LLC
Diamond Wealth Management, LLC is a Utah-based wealth manager serving entrepreneurs and other individuals with financial planning and discretionary portfolio management, including tax, estate and insurance planning. Portfolios emphasize asset allocation across ETFs and public funds with fixed income and select alternatives (real estate/private placements) as appropriate. Works on Schwab and Fidelity/NFS platforms, with offices in UT, CO and AZ.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DAVID BART HILL
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4049028
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ARTHUR J SMITHEE JR
--
- CRD
- #1068632
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,522,499 | $376,982 |
| Non-Discretionary | $17,429,404 | $252,600 |
| Total | $211,951,903 | $362,311 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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