Belpointe Asset Management LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: None

As stated in the firm's Form ADV Part 2A brochure dated May 13, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$7,577,693,628 as of October 2026, filing dated May 13, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ADVANCED PLANNING STRATEGIES, AFIN FAMILY WEALTH MANAGEMENT, INC., ALETHEIA ADVISORY SERVICES, LLC, AMBRE FINANCIAL, ANTHEM ADVISORS, LLC, APERCU ADVISORS, LLC, ARDEN HILL PARTNERS, ASE PRIVATE WEALTH, ASPEN PEAK WEALTH MANAGEMENT, LLC, ASSET PRESERVATION STRATEGIES, INC., AZER, DRISCOLL & DESIMONE, LLC, BEALL FINANCIAL PLANNING, INC., BELPOINTE, BELPOINTE WEALTH MANAGEMENT, BIRCHFIELD PARTNERS, LLC, BORDE GLOBAL WEALTH MANAGEMENT, BOROUGH WEALTH MANAGEMENT, LLC, CAPIROS WEALTH MANAGEMENT, CHASLYN FINANCIAL GROUP, INC., CHATHAM STREET ADVISORS, CONE WEALTH MANAGEMENT, CREST ADVISORS, LLC, D'ANDREA FINANCIAL SERVICES, D.H. HILL ADVISORS, INC., DONALD M. JUMP, CPA, INC., EP TREMBLAY & ASSOCIATES, INC., FINANCIAL DESIGN LABS, FRUITION FINANCIAL, LLC, FULL SAIL FINANCIAL, FUQUAY FINANCIAL PLANNING, GBJ SCOTT FINANCIAL, INC., GFO WEALTH MANAGEMENT, LLC, GUARDIAN CAPITAL MANAGEMENT, LLC, HAVEN ADVISORY PARTNERS, HAVEN FINANCIAL ADVISORS, LLC, HOLLY WEALTH PLANNING, HORST & JAGER, J.O.Y. WEALTH PARTNERS, JUMP, PERRY AND COMPANY, LLP, KAPPAN FINANCIAL, KELLY DAY FINANCIAL SERVICES, KEY CONCERNS, INC., LEGACY PARTNERS GROUP FINANCIAL, LLC, LEWIS WEALTH MANAGEMENT, LRVS ADVISORY GROUP, MIKE HINDMAN WEALTH ADVISORS, LLC, MONGAR FINANCIAL SOLUTIONS, MOUNTAIN FINANCIAL CAPITAL, NAVIGATION WEALTH MANAGEMENT, LLC, NOLAN & MALONEY FINANCIAL PARTNERS, OAK LEAF CAPITAL PARTNERS, LLC, ODYSSEY WEALTH NETWORK, OPUS WEALTH MANAGEMENT, PALMERSTON GROUP ADVISORS, PLATINUM FAMILY WEALTH OF BEVERLY HILLS, LLC, PURPOSE COMPREHENSIVE WEALTH MANAGEMENT, LLC, R.D. TUNICK, INC., REDWOOD FINANCIAL STRATEGIES, ROWE FINANCIAL, SANDERLING PARTNERS, SANGWIN INVESTMENTS, SARAH CARR FINANCIAL, SC CAPITAL ADVISORS, SCHRECK WEALTH MANAGEMENT, LLC, SEAHORSE FAMILY OFFICE, SOONER PRIVATE FINANCIAL COUNCIL, STEIN CAPITAL MANAGEMENT, SUMNER FINANCIAL ADVISORS, LLC, SWELLCRAFT CAPITAL, LLC, SYNERGY WEALTH MANAGEMENT, THIRD AVENUE WEALTH, THREE PILLARS WEALTH MANAGEMENT, LLC, TM FINANCIAL PLANNING, TUDOR CREST CAPITAL LLC, TWENTY-TWENTY WEALTH & ADVISORY PARTNERS LLC, TWO RIVERS WEALTH ADVISORS, LLC, WEALTH MANAGEMENT SOLUTIONS, LLC, WILCOX FINANCIAL SERVICES, ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2008 (18 years)

Employees

Total: 236. Performing investment advisory functions: 151.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

24 other offices, as of the June 2026 filing

Amherst, NYChampaign, ILChesterfield, MOCoral Gables, FLDallas, TXGreenville, SCGreenwich, CTHaddon Heights, NJHartland, WIHighland Park, NJHorth Haven, CTJanesville, WIMilwaukee, WIMinnetonka, MNMount Pleasant, SCNorthfield, ILOak Brook, ILOconomowoc, WIRancho Mirage, CARome, NYSalem, NHSan Diego, CATarrytown, NYWyandotte, MI

States registered or notice-filed

52 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $2,075,312,195 in the October 2021 data and $7,577,693,628 in the October 2026 data, up 265%.

Total employees: 155 in October 2021 and 236 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. June 2026
   • Added the business name Kappan Financial.
   • Added the business name Purpose Comprehensive Wealth Management, LLC.
2. April 2026
   • Regulatory assets under management went from $6,010,457,854 to $7,577,693,628 (+26%).
   • Added the business name Arden Hill Partners.
   • Added the business name Donald M. Jump, CPA, Inc..
   • No longer lists the business name Kimmel Consulting, LLC.
   • No longer lists the business name Julian Wealth Management.
   • No longer lists the business name JIM Ciurlik Consulting, Inc..
   • No longer lists the business name Breakaway Financial Group, LLC.
   • No longer lists the business name Monte Rio Partners.
   • Changed its office addresses in Chesterfield, MO.
   • Changed its office addresses in Coral Gables, FL.
   • Changed its office addresses in Mount Pleasant, SC.
   • Changed its office addresses in Rome, NY.
   • Changed its office addresses in San Diego, CA.
   • Added an office in Amherst, NY.
   • Added an office in Minnetonka, MN.
   • Added an office in Northfield, IL.
   • Added an office in Oak Brook, IL.
   • No longer lists an office in Minneapolis, MN.
3. February 2026
   • Added the business name D'Andrea Financial Services.
   • Added the business name Legacy Partners Group Financial, LLC.
   • Added the business name Nolan & Maloney Financial Partners.
   • Added the business name Odyssey Wealth Network.
   • Added the business name Swellcraft Capital, LLC.
   • No longer lists the business name Redington Investments, LLC.
   • No longer lists the business name The Kornerstone Group, LLC.
4. November 2025
   • Added the business name GFO Wealth Management, LLC.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.