Richard
Simons
Diamond Wealth Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Richard Simons is a financial advisor who works in Alpine, Utah with 6 years of industry experience. Simons is an employee of Diamond Wealth Management, LLC. During their career, Simons has held roles at International Soccer Academy, Capital Guardian Wealth Management, LLC, Capital Guardian, LLC, Diamond Wealth Management, LLC, Odyssey Aviation LLC and Northern Peaks Soccer Club LLC. Simons holds Series 63 and Series 65 licenses, which qualify 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 financial advisory business headquartered in Alpine, UT. The company has offices in two locations and a total of six advisors. It has $129 million in total assets among its 440 accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Of its 440 client accounts, 42% are associated with high-net-worth individuals who have more than $1 million in investable assets. Diamond Wealth Management, LLC offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually depend on which services the firm provides the client. However, fees charged by Diamond Wealth Management, LLC can be comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Diamond Wealth Management, LLC Brokerage Details
$129,266,747
6
440
$293,788
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Richard Simons Work History
Richard has been registered as a financial advisor for 6 years.*
Northern Peaks Soccer Club LLC
Diamond Wealth Management, LLC
Odyssey Aviation LLC
International Soccer Academy
Capital Guardian Wealth Management, LLC
Capital Guardian, 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 Richard Simons 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
