Blackdiamond Wealth Management, LLC
● SEC registered since 2018CRD 291459SEC# 801-112524New York, NY
Reg. AUM
$424M
Employees
10
Accounts
1,238
Location
New York, NY
Blackdiamond Wealth Management, LLC assets under management
Blackdiamond Wealth Management, LLC is a registered investment adviser overseen by the SEC based in New York, NY. The firm has been registered since 2018. It reports $424 million in regulatory assets under management and employs 10 people.
Blackdiamond Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth E Nuttall Control | Chief Investment Officer | Under 5% | 2020 |
| Scott Michael Ungar Control | Chief Compliance Officer | Under 5% | 2018 |
| Sean Merideth Hollitz Control | Managing Partner | Over 75% | 2017 |
Frequently asked questions
How much does Blackdiamond Wealth Management, LLC manage?
Blackdiamond Wealth Management, LLC reports $424 million in regulatory assets under management on its Form ADV.
How many employees does Blackdiamond Wealth Management, LLC have?
Blackdiamond Wealth Management, LLC reports 10 employees.
Where is Blackdiamond Wealth Management, LLC located?
Blackdiamond Wealth Management, LLC is based in New York, NY and has been SEC-registered since 2018.
Does Blackdiamond Wealth Management, LLC disclose fund performance?
Blackdiamond Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31 Hudson Yards, Floor 10, Suite 55, New York, NY 10001 |
| Phone | (212) 784-6999 |
| Fax | (917) 565-8509 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| CIK | 1903059 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$424M▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 52%
Larger than 48% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$424Mregulatory AUM
Discretionary $405.6MNon-discretionary $18.4M