DIAMOND WEALTH ADVISORS, LLC

DIAMOND WEALTH ADVISORS, LLC of BEVERLY HILLS, CA is an SEC-registered investment adviser (CRD 144976). Regulatory assets under management: $6.5M.

Registration

• CRD: 144976
• SEC file number: 801-68441
• Type: Registered investment adviser
• Location: 9777 WILSHIRE BLVD., SUITE 810, BEVERLY HILLS, CA, 90212
• Phone: (310) 205-3790
• Latest filing: 2008-03-28
• Regulatory AUM: $6.5M
• Discretionary AUM: $6.5M
• Clients: 1
• Accounts: 3

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 144976 on SEC IAPD (source of record)
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