Case Study: Padilla Wealth Management achieves enhanced client experience and scalable growth with Black Diamond Wealth Platform

Padilla Wealth Management - Customer Case Study

Padilla Wealth Management, a San Antonio–based RIA with $50–$100 million AUM, launched in 2018 under Dion R. Padilla and faced the challenge of building a best-in-breed, SEC‑compliant technology stack to support growth. After extensive due diligence, Padilla selected the Black Diamond Wealth Platform as its core portfolio management and reporting system.

The Black Diamond Wealth Platform was implemented with deep integrations to Salentica Elements CRM and the Nitrogen analytics platform, plus a branded client portal and mobile app. Padilla reports stronger client engagement and satisfaction—clients value anytime access and dynamic reporting (including Nitrogen’s Risk Number)—and praises Black Diamond’s responsive service and support, which has helped streamline operations and position the firm for continued growth.

Padilla Wealth Management

Dion R. Padilla

President & Chief Executive Officer