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.

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

Nov 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner|Chartered Financial Analyst

First registration

May 5, 2021

Dual registered

no

Other names

Toby Walters

IAPD individual key

7357417

• Occurred

  Sep 2, 2025
  Advisor changed firm

  Tobin F Walters left Altfest Personal Wealth Management for Belpointe Asset Management Llc (registered 2025-08-01)

  Form ADVobserved 6 days ago
• Occurred

  Jul 13, 2022
  Advisor changed firm

  Tobin F Walters left Ramsey & Associates Inc for Altfest Personal Wealth Management (registered 2024-01-02)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e06d40d8-864b-0023-c17e-231576ec4ac1

First observed

May 5, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed 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.