Belpointe Asset Management LLC

RIASEC RegisteredEst. 2008

Total AUM

$7.6B

Discretionary

$7.6B

100% of AUM

Avg account

$399K

Accounts

18,990

Employees

236

Advisory reps

173

Firm details

Headquarters: Reno, Nevada
CRD number: 143440
Registered since: June 19, 2008
Website: belpointeasset.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.54%
Other Investment Advisers25.72%
Individuals20.6%
Pension & Profit Sharing Plans4.04%
Corporations / Businesses1.77%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Belpointe Asset Management LLC is an independent SEC-registered registered investment adviser (since 2008) that serves both high‑net‑worth individuals and families as well as institutional clients. The firm acts as a capital allocator, offering portfolio management, financial planning, pension consulting, selection of third‑party advisers and educational workshops. Its fee model includes asset‑based fees alongside hourly and fixed‑fee engagements. Belpointe identifies as an active ESG investor and maintains relationships across the broader financial ecosystem, including accounting, legal, insurance and real‑estate partners. The firm has been recognized in industry lists, including Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and placements on Forbes’ Top RIA Firms lists in 2023 and 2024.