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.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0

Regulatory AUM

$192MItem 5.F on the latest filing (2026-09-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$192M

Private client RAUM

$192MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

3

RAUM per advisor

$64.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

2Schedule D 1.F, beyond the principal office

Accounts

142

High net worth clients

29

SEC number

801-130561

CRD

331436

Filings on the tape

7

First filed

May 28, 2024

Latest filed

Sep 10, 2026

Organised

Limited Liability Company, MO

Website

belmontpw.com

• Occurred

  Aug 8, 2024
  Team lift-out

  2 advisors left Krilogy (ST Louis, MO) for Belmont Private Wealth on the same day

  Form ADVobserved 4 days ago
  2 advisors
• Occurred

  May 28, 2024
  First Form ADV filing

  Belmont Private Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:94d236fb-ec5a-7807-2bca-eca2b3eabbad

First observed

May 28, 2024

Last observed

Sep 10, 2026 9 days ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.