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DIAMOND WEALTH MANAGEMENT, LLC
CRD 288603File 801-110663
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 31, 2026
Feed vintage Aug 12, 2026
Regulatory AUM
$212.0M
Below cohort median (national)
Discretionary AUM
$194.5M
Non-discretionary $17.4M
Clients
391
585 accounts
Employees
6
Below cohort median in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jun 19, 2017
- Principal office
- 40 W. MAIN STREET COURT, SUITE 250E, ALPINE, UT, 84004
- Phone
- 801-216-4811
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $212.0M
- Discretionary AUM
- $194.5M
- Non-discretionary AUM
- $17.4M
- Discretionary accounts
- 516
- Non-discretionary accounts
- 69
- Total accounts
- 585
- AUM per client
- $542K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 164 | $157.2M |
| Individuals (other than high net worth individuals) | 227 | $54.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Fixed fees (other than subscription fees)
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Educational seminars/workshops
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- 40826683
- Firm Custody Clients
- 57
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- Not reported
- Related Person Custody Clients
- Not reported
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- 11.E(1) SRO: found a false statement or omission
- 11.E(2) SRO: found a violation of its rules
- 11.E(4) SRO: disciplined the firm
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.