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
30 years
Richard Simons is a financial advisor at Diamond Wealth Management, LLC with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Capital Guardian Wealth Management and Odyssey Aviation LLC. Outside of finance, he is the owner and manager of Northern Peaks Soccer Club LLC. Diamond Wealth Management serves individuals, high-net-worth clients, trusts, estates, and business entities with discretionary portfolio management, financial planning, and advisory services. The firm employs fundamental, technical, and cyclical analysis in managing client portfolios and provides ongoing advisory support to private investment clients, including involvement in governance and cash-management decisions for private placement funds.
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
Northern Peaks Soccer Club LLC
2018 - Present (8 years)
Diamond Wealth Management, LLC
2017 - Present (9 years)
Odyssey Aviation Llc
2017 - 2020 (3 years)
Capital Guardian, Llc
2012 - 2017 (5 years)
Capital Guardian Wealth Management, Llc
2012 - 2017 (5 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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