DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jimmy Gonzalez

Belpointe Asset Management LLCindependent RIAReno, Nv IA-onlyIAPD 4271692

Feed of 09/15/2026

At current firm

0 y

since Jan 1, 2026

In the industry

20 y

since Mar 31, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Belpointe Asset Management LLC independent RIA current
since Jan 1, 2026 · Reno, Nv
Slow Capital, Inc. mixed wealth
Apr 30, 2019 to Apr 5, 2022 · Coral Gables, Fl
Anthem Advisors, LLC unclassified
Oct 25, 2018 to Aug 16, 2022 · Coral Gables, Fl
Blueprint Wealth Alliance, LLC former
May 19, 2017 to Jun 13, 2018 · Miami, Fl
Perigon Wealth Management, LLC independent RIA
Jun 16, 2016 to Jan 7, 2019 · Coral Gables, Fl
Wealthsource? former
Mar 29, 2016 to Jun 30, 2016 · Coral Gables, Fl
Avant-Garde Advisors LLC former
Aug 17, 2015 to Jun 30, 2016 · Coral Gables, Fl
Charles Schwab & Co., Inc. national BD
Nov 10, 2008 to Jul 27, 2015 · Miami, Fl
Wells Fargo Advisors wirehouse
Jan 1, 2008 to Oct 23, 2008 · Aventura, Fl
A. G. Edwards & Sons, Inc. unclassified
May 16, 2007 to Jan 1, 2008 · St. Louis, Mo

Moves

a registration end followed by a registration begin elsewhere

Anthem Advisors, LLC to Slow Capital, Inc.
left Aug 16, 2022, registered Apr 30, 2019 (-1204 days) · Other
Slow Capital, Inc. to Belpointe Asset Management LLC
left Apr 5, 2022, registered Jan 1, 2026 (1367 days) · RIA to RIA · moved with a team
Perigon Wealth Management, LLC to Blueprint Wealth Alliance, LLC
left Jan 7, 2019, registered May 19, 2017 (-598 days) · Other
Blueprint Wealth Alliance, LLC to Anthem Advisors, LLC
left Jun 13, 2018, registered Oct 25, 2018 (134 days) · Other
Wealthsource? to Perigon Wealth Management, LLC
left Jun 30, 2016, registered Jun 16, 2016 (-14 days) · Other
Avant-Garde Advisors LLC to Wealthsource?
left Jun 30, 2016, registered Mar 29, 2016 (-93 days) · Other
Charles Schwab & Co., Inc. to Avant-Garde Advisors LLC
left Jul 27, 2015, registered Aug 17, 2015 (21 days) · Other
Wells Fargo Advisors to Charles Schwab & Co., Inc.
left Oct 23, 2008, registered Nov 10, 2008 (18 days) · Wirehouse to affiliated broker-dealer or bank
A. G. Edwards & Sons, Inc. to Wells Fargo Advisors
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 20derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address