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BELPOINTE ASSET MANAGEMENT LLC

RENO, NV · CRD 143440 · IAPD ↗ · belpointe.com · 2036293300

$7.58BRegulatory AUM
151Advisory reps
236Employees
109Clients
101-250Planning clients
0Private funds
52States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — BELPOINTE ASSET MANAGEMENT LLC added office(s): 107 -> 113 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — BELPOINTE ASSET MANAGEMENT LLC reported RAUM up 26% ($6.01B -> $7.58B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2025 — BELPOINTE ASSET MANAGEMENT LLC added office(s): 95 -> 107 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2025 — BELPOINTE ASSET MANAGEMENT LLC reported RAUM up 40% ($4.30B -> $6.01B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
55
April 2024 — BELPOINTE ASSET MANAGEMENT LLC shrank from 157 to 150 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — BELPOINTE ASSET MANAGEMENT LLC now reports custody of client assets ($20.4M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.