Advisor at Diamond Wealth Management, LLC
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Firm
Diamond Wealth Management, LLC
Location
Alpine, UT 84004
Credentials
Series 63, Series 65
Industry experience
36 years
Arthur Smithee is a financial advisor with Diamond Wealth Management, LLC, holding Series 63 and 65 licenses and bringing 36 years of industry experience. He has held roles at multiple firms, including Berthel Fisher & Company Financial Services and BFC Planning, and currently manages medical device companies Novox LLC and Omninox Technologies LLC. Smithee also serves on the board of Zellim, Inc., a software development company. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities, providing discretionary portfolio management, financial planning, and advisory services. The firm manages approximately $183 million in assets and employs a range of investment strategies, including fundamental, technical, and cyclical analysis, with active involvement in private placement funds and governance matters.
Based on Diamond Wealth Management, LLC
Based on Diamond Wealth Management, LLC
Maximum flat fee of $10,000 for comprehensive financial plan
Up to $350 per hour
Account minimum: $250,000
40 W. Main Street Court, Suite 250 E
Alpine, UT 84004
Texas · Utah
Sole Proprietor-Consultant
2021 - Present (5 years)
Zellim, Inc.
2021 - Present (5 years)
Diamond Wealth Management, LLC
2018 - Present (8 years)
Novox LLC
2018 - Present (8 years)
Omninox Technologies LLC
2018 - Present (8 years)
BFC Planning, Inc.
2017 - 2018 (1 year)
Berthel Fisher & Company Financial Services, Inc.
2017 - 2018 (1 year)
BFC PLANNING, Inc.
2015 - 2017 (2 years)
Berthel Fisher & Company Financial Services, Inc
2015 - 2017 (2 years)
Joshua Management Group, LLC
2009 - Present (17 years)
Arthur J Smithee, Jr. sole proprietor
1981 - Present (45 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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