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BELPOINTE ASSET MANAGEMENT LLC
CRD 143440 · SEC 801-69329
500 DAMONTE RANCH PARKWAY, BUILDING 700, UNIT 700, RENO, NV, 89521, United States
Phone
2036293300
Fax
2036293300
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.58B
Discretionary AUM
$7.58B
Team
236 total employees; 151 advisory reps; 109 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6000 | $1.56B |
| High net worth individuals | 1321 | $3.60B |
| Pension/profit sharing plans | 168 | $305.8M |
| Charitable organizations | 20 | $24.7M |
| Other investment advisers | 3 | $1.95B |
| Corporations/business entities | 92 | $134.4M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTP://WWW.BELPOINTE.COM
- HTTPS://BELPOINTEASSET.COM
- https://x.com/Belpointe
- HTTPS://WWW.FACEBOOK.COM/BELPOINTE
- HTTPS://WWW.INSTAGRAM.COM/BELPOINTE
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BELPOINTE-ASSET-MANAGEMENT-LLC
- https://www.youtube.com/channel/UC1QHJKZPYBo6NxcaeaYVM3g/featured
- https://www.yelp.com/biz/belpointe-asset-management-reno
- https://www.linkedin.com/company/belpointe/
Official SEC filing: View on IAPD