SourcingSourcing

DIAMOND WEALTH MANAGEMENT, LLC

C47
CRD 288603·SEC 801-110663·ALPINE, UT
AUM
$212.0M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$636K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DIAMOND WEALTH MANAGEMENT, LLC
CRD
288603
SEC file #
801-110663
EIN
—
DBA names
—

Economics

AUM
$212.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$141.3M → $212.0M▲ +50%
Client mix
Individuals Other227
Individuals High Net Worth164

Operations

Employees (total)
6
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
7 advisors → 6 advisors▼ -14%
Primary office
ALPINE UT
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisersEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
diamondwealthmgt.com

Compliance

Disclosures (firm)
3
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HILL, DAVID, BART
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HILL, DAVID, BART
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DIAMONDWEALTHMGT.COM
Rdap Domain Creation Date
2017-02-09T20:46:42Z
Rdap Firm Age Years
9
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4336
Soi Zip Pct 200k Plus
0.2517
Soi Zip Returns 200k Plus
1,080
Soi Zip Total AGI
1,155,595
Fdic Zip Total Deposits
1,834,087,000
Fdic Zip Branch Count
17
Fdic Zip Top Banks
Glacier Bank
People's Intermountain Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Fdic Zip Branches Raw
Western Community BankAlpine, UT
Western Community BankAlpine, UT
Fdic Zip HHI
2548.28
Fdic Zip Top Bank Share Pct
35.75
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-09T20:46:42Z
Rdap Domain Last Changed
2025-02-10T18:33:51Z
Rdap Nameservers
Ns05.domaincontrol.comNs06.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI12,736
Returns1,110
Stub 2
AGI22,609
Returns620
Stub 3
AGI26,780
Returns430
Soi Zip Total Business Income
17,366
Soi Zip Total Cap Gains
289,600
Soi Zip Total Dividends
40,070
Soi Zip Total Returns
4,290
Top Owner CRD
4049028
Trust Company Affiliate
No

People (6)

6
HILL, DAVID, BART
IAR · Direct Owner · 87.5%
4049028
Jonathan Hammond Gardner
IAR
7036136
NOEL ZERNA CAJIGAS
IAR
2683770
RONALD TODD SPERRY
IAR
2780335
RICHARD DARREN SIMONS
IAR
2649426
ARTHUR J SMITHEE
IAR
1068632