DIAMOND WEALTH MANAGEMENT, LLC
CRD #288603 SEC #801-110663 ALPINE, UT 801-216-4811
SEC Registered
Total AUM
$183.5M
Discretionary
$171.7M
Employees
6
Clients
10
Accounts
510
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $183.5M | $171.7M | $11.8M | 6 | 0 |
| Mar 2025 | $183.5M | $171.7M | $11.8M | 6 | 0 |
| Apr 2024 | $153.7M | $138.2M | $15.5M | 6 | 0 |
| Mar 2024 | $153.7M | $138.2M | $15.5M | 6 | 0 |
| Mar 2023 | $129.3M | $110.4M | $18.9M | 6 | 0 |
| Jan 2023 | $124.9M | $104.3M | $20.6M | 6 | 0 |
| Aug 2022 | $124.9M | $104.3M | $20.6M | 6 | 0 |
| Mar 2022 | $141.9M | $125.9M | $15.9M | 6 | 0 |
| Jun 2021 | $218.3M | $146.3M | $71.9M | 7 | 0 |
| Mar 2021 | $218.3M | $146.3M | $71.9M | 8 | 0 |
| Jan 2021 | $157.5M | $104.9M | $52.6M | 8 | 0 |
| Nov 2020 | $157.5M | $104.9M | $52.6M | 8 | 0 |
| Jul 2020 | $157.5M | $104.9M | $52.6M | 6 | 0 |
| Jun 2020 | $157.8M | $155.9M | $1.8M | 6 | 0 |
| May 2020 | $157.8M | $155.9M | $1.8M | 6 | 0 |
| Mar 2020 | $157.8M | $155.9M | $1.8M | 6 | 0 |
| Mar 2019 | $141.3M | $140.7M | $537K | 7 | 0 |
| Oct 2018 | $134.4M | $133.9M | $537K | 7 | 0 |
| Oct 2018 | $134.4M | $133.9M | $537K | 6 | 0 |
| Sep 2018 | $134.4M | $133.9M | $537K | 6 | 0 |
| Mar 2018 | $117.9M | $117.4M | $537K | 5 | 0 |
| Nov 2017 | $104M | $104M | $0 | 6 | 0 |
| Oct 2017 | $104M | $104M | $0 | 4 | 0 |
| Sep 2017 | $0 | $0 | $0 | 3 | 0 |
| Aug 2017 | $0 | $0 | $0 | 2 | 0 |
| Aug 2017 | $0 | $0 | $0 | 1 | 0 |
| Jun 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
| May 2017 | $0 | $0 | $0 | 1 | 0 |
DateApr 2025
Total AUM$183.5M
Discretionary$171.7M
Non-Disc.$11.8M
Employees6
Clients0
DateMar 2025
Total AUM$183.5M
Discretionary$171.7M
Non-Disc.$11.8M
Employees6
Clients0
DateApr 2024
Total AUM$153.7M
Discretionary$138.2M
Non-Disc.$15.5M
Employees6
Clients0
DateMar 2024
Total AUM$153.7M
Discretionary$138.2M
Non-Disc.$15.5M
Employees6
Clients0
DateMar 2023
Total AUM$129.3M
Discretionary$110.4M
Non-Disc.$18.9M
Employees6
Clients0
DateJan 2023
Total AUM$124.9M
Discretionary$104.3M
Non-Disc.$20.6M
Employees6
Clients0
DateAug 2022
Total AUM$124.9M
Discretionary$104.3M
Non-Disc.$20.6M
Employees6
Clients0
DateMar 2022
Total AUM$141.9M
Discretionary$125.9M
Non-Disc.$15.9M
Employees6
Clients0
DateJun 2021
Total AUM$218.3M
Discretionary$146.3M
Non-Disc.$71.9M
Employees7
Clients0
DateMar 2021
Total AUM$218.3M
Discretionary$146.3M
Non-Disc.$71.9M
Employees8
Clients0
DateJan 2021
Total AUM$157.5M
Discretionary$104.9M
Non-Disc.$52.6M
Employees8
Clients0
DateNov 2020
Total AUM$157.5M
Discretionary$104.9M
Non-Disc.$52.6M
Employees8
Clients0
DateJul 2020
Total AUM$157.5M
Discretionary$104.9M
Non-Disc.$52.6M
Employees6
Clients0
DateJun 2020
Total AUM$157.8M
Discretionary$155.9M
Non-Disc.$1.8M
Employees6
Clients0
DateMay 2020
Total AUM$157.8M
Discretionary$155.9M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2020
Total AUM$157.8M
Discretionary$155.9M
Non-Disc.$1.8M
Employees6
Clients0
DateMar 2019
Total AUM$141.3M
Discretionary$140.7M
Non-Disc.$537K
Employees7
Clients0
DateOct 2018
Total AUM$134.4M
Discretionary$133.9M
Non-Disc.$537K
Employees7
Clients0
DateOct 2018
Total AUM$134.4M
Discretionary$133.9M
Non-Disc.$537K
Employees6
Clients0
DateSep 2018
Total AUM$134.4M
Discretionary$133.9M
Non-Disc.$537K
Employees6
Clients0
DateMar 2018
Total AUM$117.9M
Discretionary$117.4M
Non-Disc.$537K
Employees5
Clients0
DateNov 2017
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$104M
Discretionary$104M
Non-Disc.$0
Employees4
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0