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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 4, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | NA | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | NA | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | NA | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | NA | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | NA | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Nuttall, Kenneth, E | I | CHIEF INVESTMENT OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| HOLLITZ, SEAN, MERIDETH | I | MANAGING PARTNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| SOUP2NUTS HOLDINGS, LLC | DE | OWNER | E | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| GREENWALD, LAURENCE, EDWARD | I | MANAGING MEMBER | B | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
| UNGAR, SCOTT, MICHAEL | I | CHIEF COMPLIANCE OFFICER | A | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| GREENWALD, LAURENCE, EDWARD | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| HOLLITZ, SEAN, MERIDETH | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
| UNGAR, SCOTT, MICHAEL | I | SOUP2NUTS HOLDINGS, LLC | C | Control |
Registrations
Federal
IA
Aug 4, 2025 REGISTERED
Notice Filings (13)
CA CO CT DE FL IL MO NE NH NJ NY PA TX
Address
31 HUDSON YARDSFLOOR 10, SUITE 55
NEW YORK, NY 10001
United States
Phone: (212) 784-6999