Belmont Private Wealth

Overview

Belmont Private Wealth is an independent, LLC-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning and portfolio management services tailored to individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with the option for fixed fees. Belmont describes itself as not being a capital allocator, not an active ESG investor, and not operating as a multi-state or pension consultant adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives