Belmont Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$192,130,228
Total clients
29
100% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
10
Average account size
$6,625,180
About
Belmont Private Wealth provides wealth management and financial planning to individual and high‑net‑worth clients, offering discretionary portfolio management and written financial plans. The firm is fee‑only and generally charges percentage‑of‑assets under management fees for its investment services.
The firm’s investment approach is grounded in Modern Portfolio Theory and asset allocation, with a bias toward passive investments using index mutual funds and ETFs alongside mutual fund/ETF manager analysis; accounts are reviewed quarterly and managed on a discretionary basis. Clients work with planners on ongoing financial planning that can cover cash flow, retirement, business planning, estate planning, insurance, and tax considerations, and may impose reasonable written investment restrictions.
Belmont is relatively new (founded in 2024) but manages roughly $192.1 million for a small client base of 29, indicating a high level of assets per client and a concentrated client focus. The firm operates with three advisors across four offices, requires custody at either Schwab or Fidelity (it does not permit client‑directed brokerage), and does not accept transaction‑based compensation.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Fee-only: Fee-only firm. Financial planning included at no additional cost with wealth management services.
Main office location
Belmont Private Wealth
Wentzville MO, United States
Number of offices
4
Most active in
Florida · Missouri · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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