Unclaimed Profile

David Bart Hill

DIAMOND WEALTH MANAGEMENT, LLC·ALPINE, Utah

SIE, Series 7, Series 66CFPClean record26 years registeredDIAMOND WEALTH MANAGEMENT, LLC

40 W. MAIN STREET COURT, ALPINE, UT 84004CRD# 4049028Firm CRD# 288603

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

David Bart Hill · ALPINE, UT

Registration

CRD #4049028 · DIAMOND WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

DIAMOND WEALTH MANAGEMENT, LLC

Jun 2017 – present

CAPITAL GUARDIAN WEALTH MANAGEMENT, LLC

Mar 2013 – May 2017

ALPINE, UT

FORTIUS WEALTH MANAGEMENT LLC

Apr 2012 – Jun 2012

ALPINE, UT

WADDELL & REED, INC.

Mar 2011 – Apr 2012

COTTONWOOD HEIGHTS, UT

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jan 2000 – Mar 2011

SALT LAKE CITY, UT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · January 4, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DIAMOND WEALTH MANAGEMENT, LLC

CRD 288603 · SEC 801-110663

AUM

$154M

Regulatory assets under management

Employees

450 client accounts

Services offered by DIAMOND WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DIAMOND WEALTH MANAGEMENT, LLC →

Introduction

Speak with David

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if David is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ALPINE?

Browse all registered financial advisors in ALPINE, Utah or claim this profile if it's yours.

Browse ALPINE Advisors Are you this advisor? Claim profile

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 holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →