Diazo, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high‑net‑worth clients. The firm prepares an individualized Investment Policy Statement for each client and tailors portfolios and planning recommendations to clients’ stated goals, restrictions, and time horizons.
The firm’s investment process combines multiple methods of analysis — including fundamental, quantitative, technical, charting, cyclical analysis, and modern portfolio theory — and employs both long‑ and short‑term trading. Diazo discloses use of margin transactions and options strategies and documents client risk bands (including use of Nitrogen) to guide portfolio construction and ongoing monitoring.
Noteworthy distinctions for Diazo relative to many peers include its explicit use of derivatives and borrowing in client accounts and a recent brochure update adding structured‑product disclosures and risks. The firm also discloses third‑party referral arrangements and acceptance of Schwab institutional services (including soft‑dollar benefits), and its regulatory disclosures indicate the firm uses testimonials and endorsements in advertising — practices that are less common among similar team advisers.
Client services
Expertise
Fee options
Between $1,000 and $5,000 for financial planning
$0 - $999,999: 1.40% $1,000,000 - $2,999,999: 1.10% $3,000,000+: 0.90%
Main office
2534 Anthem Village Dr, Suite 100
Henderson NV 89052
Advisors at this office
3
Most active in
Arizona · California · Nevada · North Carolina · South Carolina · Texas
Also doing business as
Diazo Wealth · Diazo, LLC · Financial Fitness Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Justin L
CFP®, Series 63, Series 65
Henderson, NV
Diazo, LLC
Justin Long is a CFP® professional with 18 years of industry experience. He currently serves as an advisor at Diazo, LLC and previously worked at Fidelity Investments and several other firms. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients, using a multi-method investment process that includes fundamental, quantitative, and technical analysis, as well as options and margin strategies. The firm customizes portfolios and planning recommendations based on clients’ goals and risk profiles.
Brian C
CFP®, Series 63, Series 65
Henderson, NV
Diazo, LLC
Brian Crawley is a CFP® professional with nine years of industry experience, currently serving at Diazo, LLC since 2023. His prior roles include positions at Innovative Adviser Solutions, Goldman Sachs PFM, and Hightower Advisors. Diazo, LLC provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, using a combination of fundamental, quantitative, technical, and cyclical analysis along with modern portfolio theory. The firm employs both long- and short-term trading strategies and incorporates derivatives and borrowing in client accounts.
Thomas S
Series 65
Henderson, NV
Diazo, LLC
Thomas Stetter is a financial advisor at Diazo, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Rested Development LLC, Nathan Higham Agency, and KWJ Engineering Inc. Diazo, LLC provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm utilizes a combination of analytical methods and tailored Investment Policy Statements, incorporating both long- and short-term trading techniques alongside options and margin strategies.
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