Belvedere Wealth Advisors LLC

RIASEC RegisteredEst. 2018

Total AUM

$4.5M

Discretionary

0% of AUM

Avg account

$412K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Miami, Florida
CRD number: 298719
Registered since: November 15, 2018
Website: belvederewealthadvisors.com
Custodians: MORGAN STANLEY & CO. LLC, PLANNER SECURITIES LLC, CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure: Percentage of AUM
Client types: Individuals100%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Belvedere Wealth Advisors LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2018. The firm advises individual and family clients and provides portfolio management services for individuals, small businesses, and businesses or institutions. It charges fees based on a percentage of assets under management and does not identify as an active ESG investor, a pension consultant, or a multi-state adviser. The firm does not position itself as a capital allocator or a related adviser.