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

178

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 RIA that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals and small businesses, offers pension consulting and adviser-selection services, and runs educational seminars. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Belpointe reports being an active ESG investor and its organizational activities extend into sponsoring and managing pooled investment vehicles and limited partnerships. The firm has industry connections across accounting, law, insurance, real estate brokerage and pension consulting, which supports its multi-disciplinary advisory model. Belpointe has been recognized in industry lists, including placements by Financial Times (Top 300 RIA Firms, 2020), FA Magazine (Top RIA Firms, 2020) and Forbes (America’s Top RIA Firms, 2023; Top RIA Firms, 2024).