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
25 years
Ronald Sperry is a financial advisor at Diamond Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. and several other advisory firms. Outside of his advisory role, he is involved as a health researcher at Bateman Home Center in Draper, UT. 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 approximately $183 million in assets and employs fundamental, technical, and cyclical analysis, with a focus on advising private placement funds and offering 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
40 W. Main Street Court, Suite 250 E
Alpine, UT 84004
Utah
Diamond Wealth Management, LLC
2021 - Present (5 years)
Ashton Thomas Private Wealth
2020 - 2020 (1 year)
Unemployed
2019 - 2020 (1 year)
Triad Advisors LLC dba 401k Advisors Intermountain
2018 - 2018 (1 year)
Resources Investment Advisors
2018 - 2019 (1 year)
Unemployed
2017 - 2018 (1 year)
Charles Schwab
2008 - 2017 (9 years)
Charles Schwab
2008 - 2017 (9 years)
Independent Insurance Agent
2008 - Present (18 years)
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Fund sponsor
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Lawyer
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Real estate agent
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Other specialized services
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