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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-01-2022
- Office Locations
- 1
Office Locations
About Diazo, LLC
Diazo Wealth (Diazo LLC) is an RIA serving families with planning-led investment management. The team builds customized risk profiles and asset allocations tied to time horizon and goals, with support for retirement and multi-generational planning via planning-aligned partners (estate, tax, legal). Known for white-glove concierge help on financial decisions, with offices in Nevada and South Carolina.
Team overview
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CRM
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
LAURA MARIE LONG
Advisor, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
CAROLINE PAULE LAIACONA
Chief Compliance Officer, CHIEF OPERATING OFFICER, Financial Advisor
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Brian Seth Crawley
--
- CRD
- #6373264
JUSTIN JAMES LONG
Advisor
- CRD
- #5460617
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $221,570,863 | $252,935 |
| Non-Discretionary | $0 | -- |
| Total | $221,570,863 | $252,935 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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