{
  "crd_number": 298719,
  "slug": "belvedere-wealth-advisors-llc-miami-fl-298719",
  "primary_business_name": "BELVEDERE WEALTH ADVISORS LLC",
  "legal_name": "BELVEDERE WEALTH ADVISORS LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2020-09-04",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2025-06-16",
  "carried_forward": false,
  "raum_total": 4533524.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 4533524.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 4533524.0,
      "count": 11
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "FL"
  ],
  "websites": [
    "https://belvederewealthadvisors.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298719",
  "disclosure_items": [
    {
      "item": "11.E(4)",
      "question": "Has a self-regulatory organization or a commodities exchange ever disciplined the firm or an advisory affiliate by expelling or suspending it from membership, barring or suspending it from association with other members, or otherwise restricting its activities?"
    }
  ],
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/belvedere-wealth-advisors-llc-miami-fl-298719",
  "display_name": "Belvedere Wealth Advisors LLC",
  "summary": "Belvedere Wealth Advisors LLC is a state-registered investment advisory firm in Miami, FL, registered since 2020, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 16, 2025.",
  "citation": "AdvisorCensus. Belvedere Wealth Advisors LLC (CRD 298719): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Belvedere Wealth Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Belvedere Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Belvedere Wealth Advisors LLC located?",
      "a": "Belvedere Wealth Advisors LLC's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Belvedere Wealth Advisors LLC registered with the SEC or a state?",
      "a": "Belvedere Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 298719."
    },
    {
      "q": "How much does Belvedere Wealth Advisors LLC manage?",
      "a": "Belvedere Wealth Advisors LLC reports $4,533,524 in regulatory assets under management in its Form ADV filing dated June 16, 2025 (0% discretionary)."
    },
    {
      "q": "What types of clients does Belvedere Wealth Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (11)."
    },
    {
      "q": "Does Belvedere Wealth Advisors LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(4) (self-regulatory organization's expulsion, suspension, bar, or restriction). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/298719"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/belvedere-wealth-advisors-llc-miami-fl-298719.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 11,
      "fewer_than_5": false,
      "raum": 4533524.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298719",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}