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The fee is billed in arrears and is negotiable.","source":"FORM ADV2A, 2B AND PRIVACY POLICY, filed 9 July 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Blackdiamond Wealth Management use?","answer":"Blackdiamond Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $384M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 9 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Blackdiamond Wealth Management have?","answer":"Blackdiamond Wealth Management has 7 investment adviser representatives registered with state securities authorities, out of 10 employees, and 7 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 7 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Blackdiamond Wealth Management invest in?","answer":"At the end of its last fiscal year, Blackdiamond Wealth Management’s separately managed accounts held 58% exchange-traded equities, 12% non-exchange-traded equities, 11% investment grade corporate bonds, 7% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 3% pooled vehicles (private funds and similar), 3% other, 2% state and local bonds, 1% U.S. government and agency bonds and 1% derivatives. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}