Belmont Private Wealth

Overview

Belmont Private Wealth is an independent registered investment adviser focused on individualized financial planning and discretionary portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and runs an equity-first allocation approach, favoring exchange-traded securities as its primary building blocks. Belmont is not positioned as a capital allocator or pension consultant; it operates as a straightforward wealth management practice centered on personalized advice rather than institutional fund-of-funds activity or multi-state advisory operations. Their advisory mandate centers on combining comprehensive financial planning with managed portfolios, suggesting a client experience that pairs goal-setting and cash-flow planning with ongoing investment oversight. The firm does not present itself as an active ESG investor and uses a single-custodian model that supports centralized reporting and trade execution.

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Public Holdings

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Location & Offices