David
Hill

Diamond Wealth Management, LLC

CRD#4049028
Investment Advisor
in Alpine, UT

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About this Advisor

David Hill is a financial advisor based in Alpine, Utah, working with Diamond Wealth Management, LLC. David has previously held positions at Capital Guardian Wealth Management, LLC, Independent Insurance Agent, Diamond Wealth Management, LLC, Capital Guardian, LLC, and Silverhill Life, LLC. David has passed the Series 66 regulatory exam and is registered to provide services in Colorado, Texas, and Utah. Currently, David is part of Diamond Wealth Management, LLC, which operates out of Alpine, Utah. The firm has 2 offices and 6 employees. The firm manages assets totaling $153.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Diamond Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

40 W. Main Street Court Suite 250E
Alpine, UT 84004

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Diamond Wealth Management, LLC Brokerage Details

Total Assets Under Management

$153,700,174

UT Average: $693,624,108
Total Number of Employees

6

UT Average: 12
Total Number of Accounts

450

UT Average: 1,115
Average Account Size

$341,556

UT Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

David Hill Work History

2018 - Present (6 years)

Silverhill Life, LLC

2017 - Present (7 years)

Diamond Wealth Management, LLC

2011 - Present (13 years)

Independent Insurance Agent

2014 - 2017 (3 years)

Capital Guardian, LLC

2013 - 2017 (4 years)

Capital Guardian Wealth Management, LLC

Disclosures

Please visit the SEC profile of David Hill 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

Richard Simons
Alpine, UT
Jonathan Gardner
Alpine, UT
David Hill
Alpine, UT
Ronald Sperry
Alpine, UT
Noel Cajigas
Alpine, UT
Arthur Smithee
Alpine, UT

The content in this profile was updated by SmartAsset on 6/19/2024. 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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