← Tributary

BLACKDIAMOND WEALTH MANAGEMENT, LLC

NEW YORK, NY · CRD 291459 · IAPD ↗ · (212) 784-6999

$424.0MRegulatory AUM
7Advisory reps
10Employees
0Clients
11-25Planning clients
0Private funds
12States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

64
April 2026 — BLACKDIAMOND WEALTH MANAGEMENT, LLC reported RAUM up 31% ($322.4M -> $424.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
63
April 2025 — BLACKDIAMOND WEALTH MANAGEMENT, LLC reported RAUM up 29% ($249.0M -> $322.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — BLACKDIAMOND WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — BLACKDIAMOND WEALTH MANAGEMENT, LLC reported RAUM up 33% ($187.0M -> $249.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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