Diamond Wealth Management, LLC
● SEC registered since 2017CRD 288603SEC# 801-110663Alpine, UT
Reg. AUM
$212M
Employees
6
Accounts
585
Location
Alpine, UT
Diamond Wealth Management, LLC assets under management
Diamond Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Alpine, UT. The firm has been registered since 2017. It reports $212 million in regulatory assets under management and employs 6 people.
Diamond Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Bart Hill Control | Chief Compliance Officer/Managing Member | Over 75% | 2017 |
Frequently asked questions
How much does Diamond Wealth Management, LLC manage?
Diamond Wealth Management, LLC reports $212 million in regulatory assets under management on its Form ADV.
How many employees does Diamond Wealth Management, LLC have?
Diamond Wealth Management, LLC reports 6 employees.
Where is Diamond Wealth Management, LLC located?
Diamond Wealth Management, LLC is based in Alpine, UT and has been SEC-registered since 2017.
Does Diamond Wealth Management, LLC disclose fund performance?
Diamond 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 | 40 W. Main Street Court, Suite 250e, Alpine, UT 84004 |
| Phone | 801-216-4811 |
| Fax | 801-216-4897 |
| Office hours | 9-4 |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$212M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$212Mregulatory AUM
Discretionary $194.5MNon-discretionary $17.4M