Advisor at Diamond Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Diamond Wealth Management, LLC
Location
Denver, CO 80111
Credentials
Series 63, Series 65
Industry experience
25 years
Noel Cajigas is a financial advisor at Diamond Wealth Management, LLC in Denver, CO, with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Northpointe Investment Partners LLC and Ensign Wealth Advisors LLC. In addition to his advisory role, he spends approximately 10% of his time on insurance product sales and services. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities by providing discretionary portfolio management, financial planning, and consulting services. The firm manages roughly $183 million in assets using fundamental, technical, and cyclical analysis and is notable for its active role advising private placement funds and offering model allocations that include limited exposure to blockchain-focused ETFs.
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
7887 E. Bellview Avenue, Suite 1100
Denver, CO 80111
Colorado · Texas
Northpointe Investment Partners LLC
2017 - Present (9 years)
Diamond Wealth Management, LLC
2017 - Present (9 years)
NorthPointe Investment Partners LLC
2016 - 2017 (1 year)
Noel Z. Cajigas
2015 - 2017 (2 years)
Ensign Wealth Advisors LLC
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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