Item 5 Additional Compensation ............................................................................................................................................................................... 19 Item 6 Supervision ............................................................................................................................................................................................................. 20 Firm Description Diamond Wealth Management, LLC ("DWM") was founded in 2017 with David Hill as 100% owner and Chief Compliance Officer. An evaluation of each client's initial situation is provided to the client, often in the form of a net worth statement, risk analysis or similar document. Periodic reviews are also communicated to provide reminders of the specific courses of action that need to be taken. More frequent reviews occur but are not necessarily communicated to the client unless immediate changes are recommended. Other professionals (e.g., lawyers, accountants, tax preparers, insurance agents, etc.) are engaged directly by the client on an as-needed basis and may charge fees of their own. Conflicts of interest will be disclosed to the client in the event they should occur. Types of Advisory Services ASSET MANAGEMENT DWM offers discretionary direct asset management services to advisory clients. DWM will offer clients ongoing portfolio management services through determining individual investment goals, time horizons, objectives, and risk tolerance. Investment strategies, investment selection, assets allocation, portfolio monitoring and the overall investment program will be based on the above factors. The client will authorize DWM discretionary authority to execute selected investment program transactions as stated within the Investment Advisory Agreement. When deemed appropriate for the client, DWM may hire sub-advisors to manage all or a portion of the assets in the client account.

DWM has full discretion to hire and fire sub- advisors as they deem suitable. Sub-advisors will maintain the models or investment strategies agreed upon between Sub-advisor and DWM. Sub-advisors execute all trades on behalf of DWM in client accounts. DWM will be responsible for the overall direct relationship with the client. DWM retains the authority to terminate the Sub-advisor relationship at DWM's discretion. FINANCIAL PLANNING AND CONSULTING If financial planning services are applicable, the client will compensate DWM on a negotiable fixed fee or hourly fee basis described in detail under "Fees and Compensation" section of this brochure. Services include but are not limited to a thorough review of all applicable topics including Wills, Estate Plan/Trusts, Investments, Taxes, Qualified Plans, Retirement Income; Social Security, College Planning and Insurance. If a conflict of interest exists between the interests of the investment advisor and the interests of the client, the client is under no obligation to act upon the investment advisor's recommendation. If the client elects to act on any of the recommendations, the client is under no obligation to effect the transaction through DWM. Financial plans will be completed and delivered inside of six (6) months. Clients may terminate advisory services with thirty (30) days written notice.
Client Tailored Services and Client Imposed Restrictions The goals and objectives for each client are documented in our client files. Investment strategies are created that reflect the stated goals and objectives. Clients may impose restrictions on investing in certain securities or types of securities. Agreements may not be assigned without written client consent. Wrap Fee Programs DWM does not sponsor any wrap fee programs. Client Assets Under Management As of December 31, 023, DWM had approximately $138,224,377 in client assets under management on a discretionary basis and $15,475,797 in assets under management on a non-discretionary basis.