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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

ADRIAN LEE ZILVETTI

Advisor at BELPOINTE ASSET MANAGEMENT LLC

Milwaukee, WI | RENO, NV

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Search this name across graphsid dfx:ria:2fdf745a-c7bb-30e8-b181-e4870640c1e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 10:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BELPOINTE ASSET MANAGEMENT LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 11, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: May 11, 1994
First registration: Oct 23, 2002
Dual registered: yes, broker-dealer
IAPD individual key: 2340289

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BELPOINTE ASSET MANAGEMENT LLC	Independent wealth	Aug 9, 2023	n/a	yes	Milwaukee, WI\|RENO, NV	Current employment
FREEDOM WEALTH ALLIANCE	Former SEC adviser	Sep 30, 2014	Aug 15, 2023	no	BROOKFIELD, WI	Previous registration
NATIONS FINANCIAL GROUP, INC.	Independent wealth	Jul 15, 2013	Sep 30, 2014	no	BROOKFIELD, WI\|BROOKFIELD, WI	Previous registration
DISCIPLINED FINANCIAL SERVICES, INC	Former SEC adviser	Oct 23, 2002	Dec 31, 2013	no	BROOKFIELD, WI\|BROOKFIELD, WI	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FREEDOM WEALTH ALLIANCE	BELPOINTE ASSET MANAGEMENT LLC	Aug 15, 2023	Aug 9, 2023	-6	Firm change	RIA to RIA
NATIONS FINANCIAL GROUP, INC.	FREEDOM WEALTH ALLIANCE	Sep 30, 2014	Sep 30, 2014	0	Firm change	Other
DISCIPLINED FINANCIAL SERVICES, INC	NATIONS FINANCIAL GROUP, INC.	Dec 31, 2013	Jul 15, 2013	-169	Firm change after gap	Other

Relationships

Registered with (4)

→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Aug 9, 2023 to presentfactForm ADV
→ FREEDOM WEALTH ALLIANCERegistered adviserregistration: previous registration
Sep 30, 2014 to Aug 15, 2023factForm ADV
→ NATIONS FINANCIAL GROUP, INC.Registered adviserregistration: previous registration
Jul 15, 2013 to Sep 30, 2014factForm ADV
→ DISCIPLINED FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Oct 23, 2002 to Dec 31, 2013factForm ADV

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
Adrian Lee Zilvetti left Freedom Wealth Alliance for Belpointe Asset Management Llc (registered 2023-08-09)
Form ADVobserved 3 days ago