Be advised. This firm is no longer registered.

Diamond Wealth Advisors

Diamond Wealth Advisors (CRD# 286163) is a financial advisory firm headquartered in Carlisle, PA. They manage $210,936,692 in 1,378 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    211
    MILLION
  • Total Number of Accounts
    1,378
    ACCOUNTS
  • Average Account Value
    $153,075
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MD, NJ, PA, TX

Financial Advisors at Diamond Wealth Advisors
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.