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David Bart Hill

DIAMOND WEALTH MANAGEMENT, LLC·ALPINE, Utah
Unclaimed Profile
40 W. MAIN STREET COURT, ALPINE, UT 84004CRD# 4049028Firm CRD# 288603
01

About

David Bart Hill is a registered financial advisor based in ALPINE, Utah, affiliated with DIAMOND WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
DIAMOND WEALTH MANAGEMENT, LLC
DIAMOND WEALTH MANAGEMENT, LLC
AUM
$154M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at DIAMOND WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4049028
Firm CRD# 288603
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Bart Hill offer?
David Bart Hill specializes in Financial Planning, Investment Management. Contact their office in ALPINE, Utah for a consultation.
What are David Bart Hill's credentials?
David Bart Hill is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Bart Hill located?
David Bart Hill is based in ALPINE, Utah, working with DIAMOND WEALTH MANAGEMENT, LLC. Their office serves clients in the ALPINE metropolitan area and surrounding communities.
How does David Bart Hill charge for services?
David Bart Hill's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DIAMOND WEALTH MANAGEMENT, LLC?
DIAMOND WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $154M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)DRAPER (54)PROVO (47)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuideDRAPER GuidePROVO Guide
Research
Advisor Fees in UtahNational Fee Analysis
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