Blackdiamond Wealth Management, LLC
Blackdiamond Wealth Management, LLC is an SEC-registered wealth manager in New York, NY with $424.0M assets under management (AUM, regulatory AUM), +31% over one year. See who owns Blackdiamond Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291459, SEC 801-112524, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $424.0M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- New York, NY
- Employees
- 10
- Clients
- 379
- CRD
- 291459
- Ownership
- UNGAR, SCOTT, MICHAEL; HOLLITZ, SEAN, MERIDETH; GREENWALD, LAURENCE, EDWARD; Nuttall, Kenneth, E; SOUP2NUTS HOLDINGS, LLC
How much AUM does Blackdiamond Wealth Management, LLC have?
Blackdiamond Wealth Management, LLC reported $424.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Blackdiamond Wealth Management, LLC?
Disclosed owners and executives of Blackdiamond Wealth Management, LLC include UNGAR, SCOTT, MICHAEL, HOLLITZ, SEAN, MERIDETH, GREENWALD, LAURENCE, EDWARD, Nuttall, Kenneth, E, SOUP2NUTS HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.