Assets Under Management
$183.5M
Number of Clients
337
Number of Advisors
6
Average Client AUM
$544K
AUM per Advisor
$30.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Diamond Wealth Management offers discretionary asset management and financial planning services. Investment strategies are tailored to individual client goals and risk tolerance. Financial planning covers wills, estate plans, investments, taxes, retirement income, social security, college planning, and insurance. They may utilize sub-advisors to manage client portfolios.
40 W. Main Street Court, Suite 250E, Alpine, UT, 84004