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

May 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom 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

Jan 30, 2015

First registration

Mar 15, 2016

Dual registered

no

IAPD individual key

6265335

• Occurred

  Dec 22, 2022
  Advisor changed firm

  Jonathan Lapp left Wealthcare Advisory Partners Llc for Belpointe Asset Management Llc (registered 2023-01-11)

  Form ADVobserved 4 days ago
• Occurred

  Nov 16, 2022
  Advisor changed firm

  Jonathan Lapp left Faithward Advisors, Llc for Wealthcare Advisory Partners Llc (registered 2022-11-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fb967bbc-1e3a-4c52-5f2d-6861fe04be77

First observed

Mar 15, 2016

Last observed

Sep 15, 2026 4 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.