Diamond Wealth Management, LLC

Investment Advisor
in Alpine, UT

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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

Series 63, Series 65

Years Registered*

6 years

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


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


UT Average: 12
Total Number of Accounts


UT Average: 1,115
Average Account Size


UT Average: $622,084

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.*

2018 - Present (6 years)

Northern Peaks Soccer Club LLC

2017 - Present (7 years)

Diamond Wealth Management, LLC

2017 - 2020 (3 years)

Odyssey Aviation LLC

2012 - 2013 (1 year)

International Soccer Academy

2012 - 2017 (5 years)

Capital Guardian Wealth Management, LLC

2012 - 2017 (5 years)

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.


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

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 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

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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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