BELVEDERE WEALTH ADVISORS LLC

Overview

Belvedere Wealth Advisors LLC is a small, fee-based registered investment adviser formed in 2018 that focuses on portfolio management for individuals, families and small businesses as well as for business or institutional clients. The firm charges a percentage-of-assets fee and does not identify itself as an ESG investor, pension consultant, multi-state adviser or capital allocator. Filings show the adviser operates on a non-discretionary basis, meaning clients retain final trading authority and the firm provides advice and portfolio recommendations rather than full discretionary trading authority. Investment activity centers on separately managed account (SMA) relationships with a clear tilt toward liquid public markets. Exchange-traded equities are the largest single asset type used in client portfolios, and the firm lists fixed-income as a stated preference. Belvedere supplements core public-market exposure with mutual funds for pooled exposure and deploys third‑party hedge funds as its primary alternative investment channel.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices