Diamond Wealth Management, LLC

Investment Advisor
in Alpine, UT

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About this Advisor

Ronald Sperry is a financial advisor based out of Alpine, Utah with a total of 2 years of relevant experience. Sperry works at Diamond Wealth Management, LLC. Their career trajectory has included roles at Charles Schwab & Co., Inc, Resources Investment Advisors, Independent Insurance Agent, Triad Advisors LLC Dba 401K Advisors Intermountain, Ashton Thomas Private Wealth and Diamond Wealth Management, LLC. Sperry maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Utah. Diamond Wealth Management, LLC is a firm operating out of Alpine, UT. The company has offices in two locations and a total of six advisors. It handles $129 million in assets under management across its 440 customer accounts, placing it among the mid-sized investment 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 available to invest. Diamond Wealth Management, LLC provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors typically are based on which service is offered. However, fees billed by Diamond Wealth Management, LLC can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 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

Ronald Sperry Work History

Ronald has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Diamond Wealth Management, LLC

2008 - Present (16 years)

Independent Insurance Agent

2020 - 2020 (< 1 year)

Ashton Thomas Private Wealth

2018 - 2019 (1 year)

Resources Investment Advisors

2018 - 2018 (< 1 year)

Triad Advisors LLC Dba 401K Advisors Intermountain

2008 - 2017 (9 years)

Charles Schwab & Co., Inc

2008 - 2017 (9 years)

Charles Schwab & Co., Inc

*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 Ronald Sperry 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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