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DIAMOND WEALTH MANAGEMENT, LLC

ALPINE, UT · CRD 288603 · IAPD ↗ · diamondwealthmgt.com · 801-216-4811

$212.0MRegulatory AUM
6Advisory reps
6Employees
0Clients
1-10Planning clients
0Private funds
12States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
September 2026 — DIAMOND WEALTH MANAGEMENT, LLC (ALPINE, UT) left the SEC roster (was $212.0M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
48
April 2025 — DIAMOND WEALTH MANAGEMENT, LLC notice-filed in FL, NM, NV, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — DIAMOND WEALTH MANAGEMENT, LLC changed its website from ensignwealthadvisors.com to diamondwealthmgt.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.