Firm profile

DIAZO, LLC

HENDERSON, NVCRD 324419Latest ADV March 31, 2026

Diazo, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Henderson, NV. Its latest Form ADV filing, dated March 31, 2026, reports $222M in regulatory assets under management, 9 employees, 2 offices, and 876 accounts.

Assets Under Management
$222M
Employees
9
Offices
2 offices
Total Clients
339
Primary office
HENDERSON, NV
2534 ANTHEM VILLAGE DR, SUITE 100, HENDERSON, NV, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEOLaura M. Long
CCOJanet L. Messer
COOCaroline P. Laiacona

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 86.4% of total clients.
Top client categories% of clientsClients
1
Individuals
86.4%
293
2
HNWI
13.6%
46
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$222Mas of March 31, 2026
Discretionary100.0%
$222M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$222M
Total Accounts876
10Y AUM Change+$222M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees9
Clients per Employee38:1
10Y Employee Change+5 (+125.0%)

* 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.