# BLACKDIAMOND WEALTH MANAGEMENT, LLC

BLACKDIAMOND WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 291459
- Type: SEC-registered investment adviser
- SEC file number: 801-112524
- Location: 31 HUDSON YARDS, FLOOR 10, SUITE 55, NEW YORK, NY, 10001
- Phone: (212) 784-6999
- Latest filing: 2026-07-09
- Regulatory AUM: $424.0M
- Discretionary AUM: $405.6M
- Non-discretionary AUM: $18.4M
- Clients: 10
- Accounts: 1,238

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Scott Michael Ungar | CHIEF COMPLIANCE OFFICER | — |
| Sean Merideth Hollitz | MANAGING PARTNER | — |
| Kenneth E Nuttall | CHIEF INVESTMENT OFFICER | — |
| HOLLITZ SEAN MERIDETH | MANAGING MEMBER; MANAGING PARTNER | — |
| GREENWALD LAURENCE EDWARD | MANAGING MEMBER | — |
| UNGAR SCOTT MICHAEL | CHIEF COMPLIANCE OFFICER; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| Nuttall Kenneth E | CHIEF INVESTMENT OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2013-12-06 | regulatory | WHILE REGISTERED WITH A MEMBER FIRM AND IN ANTICIPATION OF HIS MOVE TO A NEW FIRM, UNGAR MOVED DOCUMENTS RELATED TO CUSTOMERS HE SERVICED FROM HIS FIRM OFFICE TO HIS HOME. THE DOCUMENTS CONTAINED PERSONAL NONPUBLIC INFORMATION AS DEFINED UNDER REG S-P OF THE SECURITIES EXCHANGE ACT OF 1934, AND UNGA… | Final | $5K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/291459/brochure
- Similar advisers: https://search.stillhousedata.com/firm/291459/similar
- Related entities: https://search.stillhousedata.com/firm/291459/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/291459

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.