Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
337 clients
Average Client Portfolio
$544K average
Assets Under Management
$183.5M

Fee Structure

Minimum Investment:$250K
Financial Plan Fee:Up to $10,000
Hourly Rate:Up to $350/hr

Diamond Wealth Management charges fees based on a percentage of assets under management, not to exceed a certain percentage annually. This fee is negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed quarterly in advance. Financial planning services are billed on an hourly basis (up to $350/hour) or a fixed/flat fee (up to $10,000). Clients invested in Private Funds are subject to certain fees, such as a management, performance or incentive fee and other fees and expenses, which are outlined in the fund’s offering documents.

Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningRetirement PlanningTax PlanningHigh Net Worth
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Advisor Information

Office location

40 W. Main Street Court, Suite 250E, Alpine, UT, 84004

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Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

David is a member and insurance agent at Silverhill Life, LLC since February 2018, and an independent insurance agent since March 2011. Both activities involve insurance sales and services.

Employment History
Current Registrations
Diamond Wealth Management, LLC
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
Capital Guardian, LLCBroker
June 2014 - May 2017 · 2 yrs 11 mos
Capital Guardian Wealth Management, LLC
March 2013 - May 2017 · 4 yrs 2 mos
Fortius Wealth Management LLC
April 2012 - June 2012 · 2 mos
Waddell & Reed, INC.
March 2011 - April 2012 · 1 yr 1 mo
Waddell & Reed, INC.Broker
March 2011 - April 2012 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2000 - March 2011 · 11 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
November 1999 - March 2011 · 11 yrs 4 mos
State Registrations3 states
COTXUT
Advisor
Exams
No exam information available for this advisor.