BLACKDIAMOND WEALTH MANAGEMENT, LLC
CRD #291459 SEC #801-112524 NEW YORK, NY (212) 784-6999
SEC Registered Disclosures
Total AUM
$322.4M
Discretionary
$313.4M
Employees
10
Clients
25
Accounts
1,100
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $322.4M | $313.4M | $9.1M | 10 | 0 |
| Apr 2025 | $322.4M | $313.4M | $9.1M | 9 | 0 |
| Mar 2025 | $322.4M | $313.4M | $9.1M | 9 | 0 |
| Jun 2024 | $249M | $240.8M | $8.2M | 8 | 0 |
| May 2024 | $249M | $240.8M | $8.2M | 8 | 0 |
| Mar 2024 | $249M | $240.8M | $8.2M | 8 | 0 |
| Mar 2023 | $187M | $179.8M | $7.1M | 8 | 0 |
| Jan 2022 | $176.2M | $170.1M | $6M | 7 | 0 |
| Dec 2021 | $128.4M | $125.5M | $2.9M | 7 | 0 |
| Nov 2021 | $128.4M | $125.5M | $2.9M | 7 | 0 |
| Mar 2021 | $128.4M | $125.5M | $2.9M | 7 | 0 |
| Oct 2020 | $75.4M | $74.3M | $1.2M | 7 | 0 |
| Oct 2020 | $75.4M | $74.3M | $1.2M | 7 | 0 |
| Jul 2020 | $75.4M | $74.3M | $1.2M | 7 | 0 |
| Jun 2020 | $75.4M | $74.3M | $1.2M | 7 | 0 |
| Mar 2020 | $75.4M | $74.3M | $1.2M | 7 | 0 |
| Dec 2019 | $52.7M | $52.7M | $0 | 6 | 0 |
| Sep 2019 | $52.7M | $52.7M | $0 | 6 | 0 |
| Apr 2019 | $52.7M | $52.7M | $0 | 6 | 0 |
| Apr 2019 | $52.7M | $52.7M | $0 | 6 | 0 |
| Mar 2019 | $52.7M | $52.7M | $0 | 6 | 0 |
| Jan 2019 | $44M | $44M | $0 | 3 | 0 |
| Dec 2018 | $44M | $44M | $0 | 3 | 0 |
| Aug 2018 | $44M | $44M | $0 | 3 | 0 |
| Jun 2018 | $44M | $44M | $0 | 3 | 0 |
| May 2018 | $0 | $0 | $0 | 4 | 0 |
| Mar 2018 | $0 | $0 | $0 | 4 | 0 |
| Jan 2018 | $0 | $0 | $0 | 4 | 0 |
DateAug 2025
Total AUM$322.4M
Discretionary$313.4M
Non-Disc.$9.1M
Employees10
Clients0
DateApr 2025
Total AUM$322.4M
Discretionary$313.4M
Non-Disc.$9.1M
Employees9
Clients0
DateMar 2025
Total AUM$322.4M
Discretionary$313.4M
Non-Disc.$9.1M
Employees9
Clients0
DateJun 2024
Total AUM$249M
Discretionary$240.8M
Non-Disc.$8.2M
Employees8
Clients0
DateMay 2024
Total AUM$249M
Discretionary$240.8M
Non-Disc.$8.2M
Employees8
Clients0
DateMar 2024
Total AUM$249M
Discretionary$240.8M
Non-Disc.$8.2M
Employees8
Clients0
DateMar 2023
Total AUM$187M
Discretionary$179.8M
Non-Disc.$7.1M
Employees8
Clients0
DateJan 2022
Total AUM$176.2M
Discretionary$170.1M
Non-Disc.$6M
Employees7
Clients0
DateDec 2021
Total AUM$128.4M
Discretionary$125.5M
Non-Disc.$2.9M
Employees7
Clients0
DateNov 2021
Total AUM$128.4M
Discretionary$125.5M
Non-Disc.$2.9M
Employees7
Clients0
DateMar 2021
Total AUM$128.4M
Discretionary$125.5M
Non-Disc.$2.9M
Employees7
Clients0
DateOct 2020
Total AUM$75.4M
Discretionary$74.3M
Non-Disc.$1.2M
Employees7
Clients0
DateOct 2020
Total AUM$75.4M
Discretionary$74.3M
Non-Disc.$1.2M
Employees7
Clients0
DateJul 2020
Total AUM$75.4M
Discretionary$74.3M
Non-Disc.$1.2M
Employees7
Clients0
DateJun 2020
Total AUM$75.4M
Discretionary$74.3M
Non-Disc.$1.2M
Employees7
Clients0
DateMar 2020
Total AUM$75.4M
Discretionary$74.3M
Non-Disc.$1.2M
Employees7
Clients0
DateDec 2019
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees6
Clients0
DateSep 2019
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees6
Clients0
DateApr 2019
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$52.7M
Discretionary$52.7M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees3
Clients0
DateDec 2018
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees3
Clients0
DateAug 2018
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees3
Clients0
DateJun 2018
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees3
Clients0
DateMay 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0