← Tributary

BELMONT PRIVATE WEALTH

CHESTERFIELD, MO · CRD 331436 · IAPD ↗ · belmontpw.com · 314-566-9887

$192.1MRegulatory AUM
3Advisory reps
3Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
February 2026 — BELMONT PRIVATE WEALTH added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
62
February 2026 — BELMONT PRIVATE WEALTH reported RAUM up 37% ($140.1M -> $192.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2025 — BELMONT PRIVATE WEALTH notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
November 2024 — BELMONT PRIVATE WEALTH reports 26-50 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
November 2024 — BELMONT PRIVATE WEALTH's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
July 2024 — BELMONT PRIVATE WEALTH (location n/a) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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