Arthur
Smithee
Diamond Wealth Management, LLC
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About this Advisor
Arthur Smithee is a certified financial planner working out of Alpine, Utah with a total of 5 years of industry experience. Smithee is on the advisory team at Diamond Wealth Management, LLC. Throughout their career, Smithee has worked at Lpl Financial, LLC, Berthel Fisher & Company Financial Services, Inc, Bfc Planning, Inc, Diamond Wealth Management, LLC, Arthur J Smithee, Jr. Sole Proprietor, Joshua Management Group, LLC, Omninox Technologies LLC, Novox LLC, Zellim, Inc and Sole Proprietor-Consultant. Smithee maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Texas and Utah. Diamond Wealth Management, LLC is a registered investment company headquartered in Alpine, UT. The firm has offices in two locations and a total of six people on staff. It administers $129 million in total assets between its 440 client accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. Of its 440 client accounts, 42% belong to high-net-worth individuals who have greater than $1 million in assets. The firm performs a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees largely are based on which services the firm provides the client. However, fees billed by Diamond Wealth Management, LLC most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Diamond Wealth Management, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$129,266,747
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
6
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440
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$293,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Arthur Smithee Work History
Arthur has been registered as a financial advisor for 5 years.*
Zellim, Inc
Sole Proprietor-Consultant
Diamond Wealth Management, LLC
Omninox Technologies LLC
Novox LLC
Joshua Management Group, LLC
Arthur J Smithee, Jr. Sole Proprietor
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Berthel Fisher & Company Financial Services, Inc
Bfc Planning, Inc
Lpl Financial, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Arthur Smithee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Diamond Wealth Management, LLC
Alpine, UT
Alpine, UT
Alpine, UT
Alpine, UT
Alpine, UT
Alpine, UT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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