William Walter Diehl

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2009 → 08/2023
  Ubs Financial Services Inc
  Houston, TX
• 08/2023 → Present
  Beacon Pointe Advisors, Llc
  Dallas, TX

Previous Registrations

• 2009-01-16 → 2023-08-29
  Ubs Financial Services Inc.
  Houston, TX
  Dallas, TX
• 1998-12-22 → 2002-12-06
  Morgan Stanley & Co. Llc
  Dallas, TX

Other Businesses

1) KonaCreek Trust/ Investment related?: yes/Dallas, TX, 75225/ Trustee for brother (Bowen Diehl) children's trust/General Trustee duties/start date:1/9/2018 2) The BSD Securities Trust/ investment related?:no / Dallas, Texas, 75225/ Co Trustee of trust with my brother Bowen Diehl (estate planning trust)/General Trustee duties/start date:11/1/2021 3) KBD Investments LLC/ Category- 100% family owned LLC/ Principal Business Activity- Investments/ Role - Officer/ Duty - 100% family owned LLC/ Comp- No/start date: 2009 4) Beacon Pointe Insurance Services, LLC, Not investment-related; Address: Main office located at 24 Corporate Plaza Dr., STE., 150, Newport Beach CA 92660; Position/Title: Agent; Start Date: 08/2023; HRS/MO During trading hours: 10 hrs./Mo.; Duties: Sale of insurance products (life/health/accident).

Exams

• S66 Uniform Combined State Law Examination
  1998-11-04

Other Names

• William W Diehl
• Billy Diehl