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Belpointe Asset Management LLC

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Total assets under management

$6,010,457,854

More info

Total clients

6,309

7% high-net worth

Total advisors

151

of 236 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

42

Average account size

$952,680

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Fee options

Fixed

Fixed fees are negotiable, agreed upon in advance, vary based on service scope; financial planning fees charged on hourly or fixed fee basis, not exceeding $1,200 prepaid for services performed six months or more in advance

Project-based

Up to $500.00 per hour, time accrued in 15-minute intervals, negotiable and agreed upon in advance

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Belpointe Asset Management LLC

500 Damonte Ranch Parkway, Building 700, Unit 700

Reno NV 89521, United States

Number of offices

108

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 2036293300

Advisors at this firm

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Alberto D

Series 66

Reno, NV

Belpointe Asset Management LLC
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William M

CFA®

Rome, NY

Belpointe Asset Management LLC
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Diana H

Series 63, Series 65

Reno, NV

Belpointe Asset Management LLC
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Todd B

Series 65

Reno, NV

Belpointe Asset Management LLC
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Monica S

CFP®, Series 66

San Diego, CA

Belpointe Asset Management LLC
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Thomas F

Series 66

Fuguay Varina, NC

Belpointe Asset Management LLC
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Zach N

Series 63, Series 65

Reno, NV

Belpointe Asset Management LLC
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Mark V

CFP®, Series 63, Series 66

Reno, NV

Belpointe Asset Management LLC
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Jacob M

ChFC®, Series 63, Series 65

Hartland, WI

Belpointe Asset Management LLC
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Thomas C

CFP®, Series 63

The Villages, FL

Belpointe Asset Management LLC
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Anthony P

Series 65

Reno, NV

Belpointe Asset Management LLC
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Joseph C

Series 63, Series 65

Greensboro, NC

Belpointe Asset Management LLC
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Giovanni T

Series 63, Series 66

Clayton, NC

Belpointe Asset Management LLC
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Gary W

Series 63, Series 65

Enid, OK

Belpointe Asset Management LLC
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Colin K

Series 66

Reno, NV

Belpointe Asset Management LLC
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