Skip to main content

BLACKDIAMOND WEALTH MANAGEMENT, LLC

SEC Form ADV profile.

Total regulatory AUM
$423,967,458
Discretionary
$405,576,122
Non-discretionary
$18,391,336

Firm details

CRD number
291459
SEC file number
801-112524
Main office
NEW YORK, NY, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees

As of October 2026.