Ronald Sperry is a registered investment advisor at Diamond Wealth Management, LLC, based in Alpine, UT, with 25 years of industry experience. Ronald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 337 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Diamond Wealth Management offers investment management services based on a percentage of your portfolio. The annual fee is negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. If DWM uses sub-advisors, you will not pay additional fees.
Location
40 W. Main Street Court, Suite 250E, Alpine, UT, 84004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Ronald works as a health researcher at Bateman Home Center, dedicating about 10-20% of his time. He is also an independent insurance agent involved in insurance sales and services, spending about 15% of his time on this activity.
Employment History
Current Registrations
Diamond Wealth Management, LLC
Previous Registrations
Ashton Thomas Private Wealth
Triad Advisors LLCBroker
Resources Investment Advisors
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Fortius Financial Advisors, LLC
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.