Diamond Wealth Partners
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,230,981
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$175,854
About
Diamond Wealth Partners is an independent, single-advisor registered investment adviser that provides comprehensive financial planning and discretionary portfolio management to individuals (including high-net-worth clients), corporations, and other investment advisors. The firm’s services described in the brochure include retirement planning, trust and estate planning, tax planning, cash flow analysis, and consolidated reporting.
The firm describes a personalized financial planning process that starts with gathering client goals, time horizons, risk tolerance and liquidity needs to develop an actionable plan and investment policy, and typically implements portfolios on a discretionary basis. Diamond Wealth operates primarily in a virtual manner, uses the Altruist/Apex custodial platform, and may use model portfolios from Altruist’s Model Marketplace while evaluating ETFs, mutual funds, stocks and bonds to align portfolios and manage transition/tax considerations.
Notable disclosures in the brochure include participation in Altruist’s Model Marketplace and Match program and receipt of technology “Support Services” tied to maintaining assets on Altruist’s platform; the firm discloses it pays Altruist the greater of 20% of any revenue received or $100 annually and may owe a termination fee if client assets are moved off the platform within five years. The brochure also highlights that custodial account statements are provided directly by Altruist and that these platform arrangements and asset-based incentives create potential conflicts of interest the firm says it seeks to mitigate.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Wealth management
Business exit / sale strategy
General estate planning guidance
Fee options
Flat fees for financial planning paid after plan delivery
0.9% annually flat fee for all account sizes
Hourly financial planning rate of $150/hour
Financial planning subscription service at $75 per month
Minimum fee: Minimum financial planning fee of $250, negotiable after minimum reached Fee-only: Financial planning fees offered as hourly ($150/hour), flat fees, or monthly subscription ($75/month)
Main office location
Diamond Wealth Partners
Lodi WI, United States
Number of offices
1
Most active in
Diamond Wealth Partners has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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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.
Forms ADV
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