Belpointe Asset Management LLC

RIASEC Registered

Total AUM

$7.6B

Discretionary

$7.6B

100% of AUM

Avg account

$399K

Accounts

18,990

Employees

236

Advisory reps

177

Firm details

Headquarters: Reno, Nevada
CRD number: 143440
Registered since: June 19, 2008
Website: belpointeasset.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI47.54%
Other Investment Advisers25.72%
Individuals20.6%
Pension & Profit Sharing Plans4.04%
Corporations / Businesses1.77%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Belpointe Asset Management LLC is an independent registered investment adviser (SEC registered in 2008) that serves both individual/family and institutional clients. The firm operates as a capital allocator, offering fee models that include a percentage of AUM, hourly charges, and fixed fees. Core service lines listed in filings include financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars/workshops. Belpointe reports being an active ESG investor and, through its industry affiliations, participates as a sponsor and general partner of pooled investment vehicles and other sponsor roles that support private fund activity. Belpointe has been recognized in industry rankings, including placement on Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), Forbes’ America’s Top RIA Firms (2023) and Top RIA Firms (2024), and Citywire’s 50 Growers Across America list (2026).