Advisor at Diem Wealth Management
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Firm
Diem Wealth Management
Location
Fort Wayne, IN
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
23 years
Thomas Diem is the principal of Diem Wealth Management in Fort Wayne, IN, with 23 years of industry experience. He holds the CFP® and ChFC® designations and has operated his independent advisory practice since 2012, building on a career that began in 1989. In addition to his advisory work, he spends approximately 20% of his time as an independent insurance agent, focusing on life insurance, long-term care insurance, and fixed annuities. Diem Wealth Management serves individuals, high-net-worth clients, and corporations, providing financial planning, consulting, educational seminars, and co-advisory services. The firm implements investment strategies primarily through third-party managers and the Matson Money platform, emphasizing an asset-allocation approach based on Modern Portfolio Theory and efficient-market principles.
Based on Diem Wealth Management
Based on Diem Wealth Management
Financial planning and consulting charged as a negotiable fixed fee, minimum $300.
N/A - N/A: Financial planning and consulting fees charged as a negotiable fixed fee based on 1% of investable assets. N/A - N/A: Under the Matson Fund Platform, DWM charges an annual fee ranging from 0.25% to 1.4% of assets under management, negotiable based on assets and model portfolio chosen.
Receives solicitor fees from third-party money managers; also receives commissions from insurance sales (approx. 20% of owner's time spent in insurance business).
Account minimum: Account minimums are determined by the third party money managers DWM refers clients to, no specific amount stated. Minimum fee: Minimum fee of $300 for financial planning and consulting services.
Fort Wayne, IN
Indiana
Diem Wealth Management
2012 - Present (14 years)
Thomas J. Diem
1989 - Present (37 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
CFP®, Series 63
Fort Wayne, IN
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CFP®, Series 63, Series 65
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CFP®, Series 66
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Gilbert Wealth
CFP®, Series 63, Series 65
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Bassett Financial Advisors
CFP®, Series 63, Series 66
Fort Wayne, IN
Wise Wealth Management
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