Diamond Wealth Partners

Overview

Diamond Wealth Partners is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Fee arrangements are mixed — percentage of AUM plus hourly and fixed-fee options — and the firm acts as a capital allocator, placing client capital with third-party managers when appropriate. Investment activity skews toward publicly traded equities and exchange-traded vehicles, with a preference for liquid, exchange-listed positions. The firm is not identified as an active ESG investor and does not operate as a multi-state adviser. All assets reported are managed on a discretionary basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices