Jonathan Gardner is a registered investment advisor at Diamond Wealth Management, LLC, based in Alpine, UT, with 7 years of industry experience. Jonathan 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
Get directionsHistory
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 Activities
Jonathan is the PTA President for Cedar Ridge PTA, delegating activities to board members. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Diamond Wealth Management, LLC
State Registrations2 states
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.