# Belpointe Asset Management LLC

> Belpointe Asset Management LLC is an SEC-registered investment advisory firm in Reno, NV, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated May 13, 2026.

- CRD: 143440
- Filed as: BELPOINTE ASSET MANAGEMENT LLC
- 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)
- Location: Reno, NV
- Filing period: October 2026
- Form ADV filing dated: May 13, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/143440
- AdvisorCensus page: https://advisorcensus.com/firm/belpointe-asset-management-llc-reno-nv-143440

## Quick answers

**How is Belpointe Asset Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Belpointe Asset Management LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Belpointe Asset Management LLC located?**
Belpointe Asset Management LLC's principal office is in Reno, NV, according to its Form ADV; the June 2026 filing also lists 24 other offices (Schedule D, Section 1.F).

**Is Belpointe Asset Management LLC registered with the SEC or a state?**
Belpointe Asset Management LLC is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 143440.

**How much does Belpointe Asset Management LLC manage?**
Belpointe Asset Management LLC reports $7,577,693,628 in regulatory assets under management in its Form ADV filing dated May 13, 2026 (100% discretionary).

**How have Belpointe Asset Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Belpointe Asset Management LLC: 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. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Belpointe Asset Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (6,000); high net worth individuals (1,321); pension and profit sharing plans (but not the plan participants or government pension plans) (168).

**Which custodians does Belpointe Asset Management LLC use?**
Belpointe Asset Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Belpointe Asset Management LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143440

**Does Belpointe Asset Management LLC state an account minimum?**
Its Form ADV Part 2A brochure dated May 13, 2026 says: "We do not have a minimum account size."

**What changed in Belpointe Asset Management LLC's recent Form ADV filings?**
In the June 2026 filing data: Added the business name Kappan Financial. Added the business name Purpose Comprehensive Wealth Management, LLC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 13, 2026)

- Account minimum: None

> We do not have a minimum account size.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### 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.

### Regulatory assets under management (Item 5.F)
- Total: $7,577,693,628
- Discretionary: $7,577,693,628
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6,000 | $1,561,243,415 |
| High net worth individuals | 1,321 | $3,602,342,494 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 168 | $305,841,433 |
| Charitable organizations | 20 | $24,725,579 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 3 | $1,949,137,949 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 92 | $134,402,758 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 236 total, 151 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Amherst, NY
- Champaign, IL
- Chesterfield, MO
- Coral Gables, FL
- Dallas, TX
- Greenville, SC
- Greenwich, CT
- Haddon Heights, NJ
- Hartland, WI
- Highland Park, NJ
- Horth Haven, CT
- Janesville, WI
- Milwaukee, WI
- Minnetonka, MN
- Mount Pleasant, SC
- Northfield, IL
- Oak Brook, IL
- Oconomowoc, WI
- Rancho Mirage, CA
- Rome, NY
- Salem, NH
- San Diego, CA
- Tarrytown, NY
- Wyandotte, MI

### Websites listed on Form ADV (Item 1.I)
- belpointe.com
- belpointeasset.com
- yelp.com/biz/belpointe-asset-management-reno
- Facebook @BELPOINTE
- Instagram @BELPOINTE
- LinkedIn @BELPOINTE-ASSET-MANAGEMENT-LLC
- LinkedIn @belpointe
- X @Belpointe
- YouTube @UC1QHJKZPYBo6NxcaeaYVM3g

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,075,312,195 | 155 | August 10, 2021 |
| October 2022 | $3,357,883,404 | 212 | September 19, 2022 |
| October 2023 | $3,855,302,523 | 226 | September 25, 2023 |
| October 2024 | $4,300,001,521 | 215 | September 3, 2024 |
| October 2025 | $6,010,457,854 | 236 | July 17, 2025 |
| October 2026 | $7,577,693,628 | 236 | May 13, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Added the business name Kappan Financial.
- Added the business name Purpose Comprehensive Wealth Management, LLC.

### 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.

### 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.

### November 2025
- Added the business name GFO Wealth Management, LLC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Belpointe Asset Management LLC (CRD 143440): Form ADV filing data as of October 2026.