# BlackDiamond Wealth Management

BlackDiamond Wealth Management is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** $176M (Altss estimate)
- **Website:** blackdiamondwealth.com

## Regulatory record

- **CRD number:** 291459
- **SEC file number:** 801-112524
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/291459

## About

BlackDiamond Wealth Management was founded in 2017 in New York, entering a crowded registered investment advisor market with a dual focus on investment management and financial planning. The firm serves individuals, high-net-worth clients, and corporate accounts, positioning itself as a planning-centric wealth manager rather than a pure asset gatherer. Unlike single family offices that manage capital from one wealth-creation event, BlackDiamond operates as an advisory practice building its book across multiple client relationships. The firm's strategy centers on traditional wealth-management disciplines: portfolio construction, retirement planning, tax-aware investing, and ongoing advisory. Geographic focus remains the greater New York metro area, where the firm's in-person planning model carries the most weight. No named portfolio companies or fund commitments have been publicly disclosed. The advisory team size is not publicly confirmed, though firms in this AUM range typically operate with three to eight professionals encompassing advisors, relationship managers, and operations staff. BlackDiamond maintains a single office footprint in New York without additional satellite locations. No affiliated philanthropic vehicles, real-asset arms, or private-club memberships tied to the firm have been identified in public records. Structurally, BlackDiamond represents the classic RIA model — independent, fiduciary-bound, and client-segmented — rather than a single-family investment office or hybrid co-investment platform. The absence of disclosed ownership or a named founding principal limits visibility into whether the firm is positioned for eventual sale to a consolidator or will remain a multi-generational practice. That opacity is itself a structural note: boutique wealth managers of this size often operate below the threshold of institutional scrutiny.

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/blackdiamond-wealth-management

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