Diamond Wealth Management, LLC

Diamond Wealth Management, LLC (CRD# 288603) is a financial advisory firm headquartered in Alpine, UT. They manage $153,700,174 in 450 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
40 W. Main Street Court, Suite 250e, Alpine, UT 84004
http://www.diamondwealthmgt.com/
By the Numbers
  • Total Assets Under Management
    154
    MILLION
  • Total Number of Accounts
    450
    ACCOUNTS
  • Average Account Value
    $341,556
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.

AK, AZ, CA, CO, NY, TX, UT, WA

Financial Advisors at Diamond Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Noel Cajigas, financial advisor Alpine UT
Noel Z. Cajigas
CRD#: 2683770
40 W. Main Street Court, Suite 250e, Alpine, UT 84004

Noel Cajigas (CRD# 2683770) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 28 years of experience in the finance industry.

2
Jonathan Gardner, financial advisor Alpine UT
Jonathan H. Gardner
CRD#: 7036136
40 W. Main Street Court, Suite 250e, Alpine, UT 84004

Jonathan Gardner (CRD# 7036136) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 5 years of experience in the finance industry.

3
David Hill, financial advisor Alpine UT
David B. Hill
CRD#: 4049028
40 W. Main Street Court, Suite 250e, Alpine, UT 84004

David Hill (CRD# 4049028) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 24 years of experience in the finance industry.

4
Richard Simons, financial advisor Alpine UT
Richard D. Simons
CRD#: 2649426
40 W. Main Street Court, Suite 250e, Alpine, UT 84004

Richard Simons (CRD# 2649426) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 28 years of experience in the finance industry.

5
Arthur Smithee, financial advisor Alpine UT
Arthur J. Smithee
CRD#: 1068632
40 W. Main Street Court, Suite 250e, Alpine, UT 84004

Arthur Smithee (CRD# 1068632) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 35 years of experience in the finance industry.

6
Ronald Sperry, financial advisor Alpine UT
Ronald T. Sperry
CRD#: 2780335
40 W. Main Street Court, Suite 250e, Alpine, UT 84004

Ronald Sperry (CRD# 2780335) is an Investment Advisor Representative working at Diamond Wealth Management, LLC in Alpine, UT and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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