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RIA / WealthAdvisor20 years in industry

Jimmy Gonzalez

Advisor at BELPOINTE ASSET MANAGEMENT LLC

RENO, NV | Coral Gables, FL

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Search this name across graphsid dfx:ria:c0c6d7c0-86a0-c12e-c380-36ea2bd8ff05

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 2
On other graphs: 0
Observed: May 16, 2007 to Sep 15, 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: Mar 31, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Mar 31, 2006
First registration: May 16, 2007
Dual registered: no
IAPD individual key: 4271692

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	Jan 1, 2026	n/a	yes	RENO, NV\|Coral Gables, FL	Current employment
SLOW CAPITAL, INC.	Mixed wealth	Apr 30, 2019	Apr 5, 2022	no	CORAL GABLES, FL\|GREENBRAE, CA\|MIAMI, FL\|MIAMI, FL	Previous registration
ANTHEM ADVISORS, LLC	n/a	Oct 25, 2018	Aug 16, 2022	no	CORAL GABLES, FL\|Boca Raton, FL\|Miami, FL\|Fort Lauderdale, FL\|Coral Gables, FL\|Sunrise, FL\|MIAMI, FL\|MIAMI, FL	Previous registration
BLUEPRINT WEALTH ALLIANCE, LLC	Former SEC adviser	May 19, 2017	Jun 13, 2018	no	Miami, FL	Previous registration
PERIGON WEALTH MANAGEMENT, LLC	Independent wealth	Jun 16, 2016	Jan 7, 2019	no	Coral Gables, FL\|SAN FRANCISCO, CA	Previous registration
WEALTHSOURCE?	Former SEC adviser	Mar 29, 2016	Jun 30, 2016	no	CORAL GABLES, FL	Previous registration
AVANT-GARDE ADVISORS LLC	Former SEC adviser	Aug 17, 2015	Jun 30, 2016	no	CORAL GABLES, FL\|CENTENNIAL, CO	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 10, 2008	Jul 27, 2015	no	Miami, FL\|Coral Gables, FL\|Coral Gables, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jan 1, 2008	Oct 23, 2008	no	AVENTURA, FL\|AVENTURA, FL	Previous registration
A. G. EDWARDS & SONS, INC.	n/a	May 16, 2007	Jan 1, 2008	no	ST. LOUIS, MO\|AVENTURA, FL	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
ANTHEM ADVISORS, LLC	SLOW CAPITAL, INC.	Aug 16, 2022	Apr 30, 2019	-1,204	Firm change after gap	Other
SLOW CAPITAL, INC.	BELPOINTE ASSET MANAGEMENT LLC	Apr 5, 2022	Jan 1, 2026	1,367	Firm change after gap	RIA to RIA
PERIGON WEALTH MANAGEMENT, LLC	BLUEPRINT WEALTH ALLIANCE, LLC	Jan 7, 2019	May 19, 2017	-598	Firm change after gap	Other
BLUEPRINT WEALTH ALLIANCE, LLC	ANTHEM ADVISORS, LLC	Jun 13, 2018	Oct 25, 2018	134	Firm change	Other
WEALTHSOURCE?	PERIGON WEALTH MANAGEMENT, LLC	Jun 30, 2016	Jun 16, 2016	-14	Firm change	Other
AVANT-GARDE ADVISORS LLC	WEALTHSOURCE?	Jun 30, 2016	Mar 29, 2016	-93	Firm change after gap	Other
CHARLES SCHWAB & CO., INC.	AVANT-GARDE ADVISORS LLC	Jul 27, 2015	Aug 17, 2015	21	Firm change	Other
WELLS FARGO ADVISORS	CHARLES SCHWAB & CO., INC.	Oct 23, 2008	Nov 10, 2008	18	Firm change	Wirehouse to ibd
A. G. EDWARDS & SONS, INC.	WELLS FARGO ADVISORS	Jan 1, 2008	Jan 1, 2008	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
286688:143440:FL:2022-04-05	Apr 5, 2022	Jan 1, 2026	MIAMI, FL	Firm change after gap

Relationships

Registered with (10)

→ BELPOINTE ASSET MANAGEMENT LLCRegistered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ ANTHEM ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 25, 2018 to Aug 16, 2022factForm ADV
→ SLOW CAPITAL, INC.Registered adviserregistration: previous registration
Apr 30, 2019 to Apr 5, 2022factForm ADV
→ PERIGON WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 16, 2016 to Jan 7, 2019factForm ADV
→ BLUEPRINT WEALTH ALLIANCE, LLCRegistered adviserregistration: previous registration
May 19, 2017 to Jun 13, 2018factForm ADV
→ AVANT-GARDE ADVISORS LLCRegistered adviserregistration: previous registration
Aug 17, 2015 to Jun 30, 2016factForm ADV
→ WEALTHSOURCE?Registered adviserregistration: previous registration
Mar 29, 2016 to Jun 30, 2016factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 10, 2008 to Jul 27, 2015factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jan 1, 2008 to Oct 23, 2008factForm ADV
→ A. G. EDWARDS & SONS, INC.Registered adviserregistration: previous registration
May 16, 2007 to Jan 1, 2008factForm ADV

Dated events

Occurred
Aug 16, 2022
Advisor changed firm
Jimmy Gonzalez left Anthem Advisors, Llc for Slow Capital, Inc. (registered 2019-04-30)
Form ADVobserved 4 days ago
Occurred
Apr 5, 2022
Advisor changed firm
Jimmy Gonzalez left Slow Capital, Inc. for Belpointe Asset Management Llc (registered 2026-01-01)
Form ADVobserved 4 days ago