Belpointe Asset Management LLC

Registered investment adviser · Reno, NV · CRD #143440

Form ADV data as of 2026-09-01

Regulatory assets

$7.58 billion

Total accounts

18,990

Employees

236

Disclosure events

Firm details

Website: http://www.belpointe.com
Telephone: 2036293300
SEC file number: 801-69329
Most recent Form ADV filing: 2026-05-13
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$7.58 billion
Non-discretionary regulatory assets under management	$0
Total regulatory assets under management	$7.58 billion
Discretionary accounts	18,990
Non-discretionary accounts	0
Total accounts	18,990
Regulatory assets under management attributable to non-U.S. persons	$21.0 million

People

Total employees (excluding clerical)	236
Employees performing investment advisory functions (including research)	151
Employees who are registered representatives of a broker-dealer	15
Employees registered as investment adviser representatives with a state	149
Employees registered as IARs for another investment adviser	7
Employees who are licensed insurance agents	103
Firms or persons who solicit advisory clients on the firm's behalf	17

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$22.8 million
Clients for whom a related person has custody	88
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshops

Affiliated related persons

Other investment adviser (including financial planners)Accountant or accounting firmLawyer or law firmInsurance company or agencyPension consultantReal estate broker or dealerSponsor or syndicator of limited partnershipsSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Receives compensation from others for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	6,000	$1.56 billion
High net worth individuals	1,321	$3.60 billion
Pension and profit sharing plans (not the participants or government plans)	168	$305.8 million
Charitable organizations	20	$24.7 million
Other investment advisers	3	$1.95 billion
Corporations or other businesses not listed above	92	$134.4 million