Padilla Wealth Management San Antonio, TX Description: RIA AUM: $50–$100 million Implementation: 2018 BACKGROUND: — Successful advisor launching his own RIA with niche focus — Seeking to build best in breed tech stack — Conducted extensive due diligence for portfolio management technology BENEFITS: — Superior service and support from Black Diamond team — Powerful integrations with Riskalyze and Salentica ElementsTM — Client experience enhancement through mobile app and client portal blackdiamond.advent.com | info@advent.com The Importance of Great Service and Support While Padilla Wealth Management is a fairly new financial advisory firm, its founder, Dion R. Padilla, is exceptionally experienced. “I started my career at the wirehouses right after 9/11, and it wa

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