Blackdiamond Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated March 26, 2026, reports $424M in regulatory assets under management, 10 employees, 2 offices, and 1,238 accounts.
Assets Under Management
$424M
Employees
10
Offices
2 offices
Total Clients
379
Primary office
NEW YORK, NY
31 HUDSON YARDS, FLOOR 10, SUITE 55, NEW YORK, NY, United States
Top client segmentIndividuals represent 72.6% of total clients.
Top client categories% of clientsClients
1
Individuals
72.6%
275
2
HNWI
25.3%
96
3
Pension Plans
2.1%
8
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$424Mas of March 26, 2026
Discretionary95.7%
$406M
96% of total RAUM95.7%
Non-discretionary4.3%
$18M
4% of total RAUM4.3%
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$424M
Total Accounts1,238
10Y AUM Change+$424M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee38:1
10Y Employee Change+6 (+150.0%)
* 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.