Diamond Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Alpine, UT. Its latest Form ADV filing, dated March 31, 2026, reports $212M in regulatory assets under management, 6 employees, 2 offices, and 585 accounts.
Assets Under Management
$212M
Employees
6
Offices
2 offices
Total Clients
391
Primary office
ALPINE, UT
40 W. MAIN STREET COURT, SUITE 250E, ALPINE, UT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 58.1% of total clients.
Top client categories% of clientsClients
1
Individuals
58.1%
227
2
HNWI
41.9%
164
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$212Mas of March 31, 2026
Discretionary91.8%
$195M
92% of total RAUM91.8%
Non-discretionary8.2%
$17M
8% of total RAUM8.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$212M
Total Accounts585
10Y AUM Change+$212M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee65:1
10Y Employee Change+5 (+500.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.