Overview
Assets Under Management: $222 million
Headquarters: HENDERSON, NV
High-Net-Worth Clients: 46
Average Client Assets: $2.5 million
Frequently Asked Questions
DIAZO, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #324419), DIAZO, LLC is subject to fiduciary duty under federal law.
DIAZO, LLC is headquartered in HENDERSON, NV.
DIAZO, LLC serves 46 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, DIAZO, LLC offers financial planning and portfolio management for individuals. View all service details ↓
DIAZO, LLC manages $222 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, DIAZO, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 52.33%
Average Client Assets: $2.5 million
Total Client Accounts: 876
Discretionary Accounts: 876
Regulatory Filings
CRD Number: 324419
Filing ID: 2082026
Last Filing Date: 2026-03-31 08:27:49