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.
SEC-registered adviser
Belpointe Asset Management LLC
Latest filing May 13, 2026
First filing on the tape Dec 16, 2011 · 71 filings
SEC status approved since Jun 19, 2008
RAUM
$7.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
68%
$5.2B individuals and HNW
Advisors
172
registered through the firm on IAPD
RAUM per advisor
$44.1M
derived; firm RAUM over IAPD count
Employees
236
151 advisory (5.B.1)
Offices
113
beyond the principal office
Private funds
0
reported on Schedule D
History
71 filings and snapshots on the tape
RAUM$7.6B as of May 13, 2026
Mar 30, 2012$210M then
HNW client RAUM$3.6B as of May 13, 2026
Mar 31, 2018$478M then
State-registered IARs (5.B.3)149 as of May 13, 2026
Apr 15, 20139 then
Employees (5.A)236 as of May 13, 2026
Apr 15, 201314 then
Private funds1 as of Mar 31, 2020
Apr 15, 20132 then
RAUM +26% over the last fiscal year+25% a year over threeIARs 149 to 149offices 107 to 113
Practice profile
derived from the filing of May 13, 2026; every figure names its basis
Archetypes, each a printed rule
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Multi-office growth platform · an independent wealth manager (not a wirehouse, national broker-dealer RIA or broker-dealer affiliated firm) with at least five offices, at least 50 advisors, and RAUM up at least 20 percent over the last annual amendment
- Retirement plan adviser · pension consulting activity (Item 5.G.6) and pension plans at least 25 percent of RAUM or at least 25 pension-plan clients
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $44.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 43derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.7MderivedHNW RAUM over HNW clients
- Average account
- $399,036derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 4.4%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.4derivedItem 5.A over advisors
- Advisors per office
- 1.5derived114 offices incl. principal (1.F.5)
- RAUM growth, one year
- +26%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +16%derived
- Compensation
- percentage of assets, hourly, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, pension consulting, selection of other advisers, educational seminarsreportedItem 5.G
- Wrap fee program
- $116MreportedItem 5.I
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.6B48%
- Other investment advisers$1.9B26%
- Individuals$1.6B21%
- Pension and profit-sharing plans$306M4.0%
- Corporations and businesses$134M1.8%
- Charitable organizations$24.7M0.3%
- Individual clients
- 6,000reported
- HNW clients
- 1,321reported
- Pension plan clients
- 168reported
- Charitable clients
- 20reported
- Accounts
- 18,990reported
- Financial planning clients
- 101-250reported
- Wrap fee programs
- $14.2M sponsored, $0 managedreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, fixed, hourlyreported
- Class basis
- private_client_share=0.68 fund_share=0.26 institutional_share=0.04 related_bd=false related_bank=false bd_reps=15.0derived
Advisors registered through the firm
170 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Pedro Alfredo Ramirez | Reno, Nv | Jun 8, 2009 | 18 y | 1 |
| Peter Thomas BarciaChartered Financial Analyst | Reno, Nv | Jun 8, 2009 | 23 y | 1 |
| Philip Conger Adams | Reno, Nv | Dec 6, 2013 | 27 y | 3 |
| Donald William Kisselbach | Reno, Nv | Nov 17, 2014 | 39 y | 2 |
| Andrew Jeff LiebaertCertified Financial Planner | Reno, Nv | Dec 3, 2015 | 19 y | 3 |
| Daniel Robert Morris | Greenwich, Ct | Dec 24, 2015 | 16 y | 2 |
| Michael Ronald Hindman | Jacksonville, Al | May 19, 2016 | 27 y | 6 |
| Vincent William Perna | Weston, Ct | Jun 17, 2016 | 16 y | 0 |
| Gregory Hasbrouck Skidmore | Reno, Nv | Jul 27, 2016 | 21 y | 1 |
| Hugh J Halsey | Reno, Nv | Aug 26, 2016 | 24 y | 5 |
| Adam Jose Saldana | Reno, Nv | Dec 13, 2016 | 19 y | 3 |
| Joseph F SchreckCertified Financial Planner | Reno, Nv | Jan 3, 2017 | 17 y | 1 |
| Terry Marvin Rabe | Dodge City, Ks | Apr 13, 2017 | 39 y | 1 |
| Donald Mark Jump | Reno, Nv | Apr 14, 2017 | 41 y | 2 |
| Mark Alan Borough | Reno, Nv | Apr 21, 2017 | 37 y | 7 |
| Gary Gene Ward | Reno, Nv | Jun 8, 2017 | 39 y | 2 |
| Ryan Anthony Rowe | Reno, Nv | Aug 3, 2017 | 22 y | 1 |
| Thomas M Formhals | Fuguay Varina, Nc | Aug 11, 2017 | 16 y | 3 |
| Kenneth Dean Quiat | Lafayette, Ca | Sep 6, 2017 | 26 y | 6 |
| George Benjamin Joseph Scott | Seal Beach, Ca | May 16, 2018 | 29 y | 2 |
| John Godfrey LauroeschChartered Financial Analyst | Reno, Nv | May 18, 2018 | 46 y | 1 |
| Lawrence Ardley Hart | Moore, Sc | Jul 2, 2018 | 35 y | 4 |
| Paul Edward LewisCertified Financial Planner | Champaign, Il | Aug 22, 2018 | 35 y | 6 |
| Nathan Caleb LewisCertified Financial Planner | Champaign, Il | Aug 27, 2018 | 13 y | 3 |
| Jarrett G Meadors | Charlotte, Nc | Aug 30, 2018 | 18 y | 3 |
| John Thomas Dwyer | Reno, Nv | Sep 5, 2018 | 26 y | 6 |
| Garrett John Devine | Reno, Nv | Dec 13, 2018 | 28 y | 5 |
| Thomas Joseph CaseyCertified Financial Planner | Reno, Nv | Dec 21, 2018 | 39 y | 6 |
| Jay Alan Murray | Reno, Nv | Jan 2, 2019 | 37 y | 4 |
| Mark Alan VanvoorheesCertified Financial Planner | Frankenmuth, Mi | Jan 7, 2019 | 34 y | 4 |
| Michael John Reisel | Hartland, Wi | Jan 11, 2019 | 16 y | 2 |
| James Louis Lombardo | Haddon Heights, Nj | Feb 14, 2019 | 31 y | 3 |
| Charles Lloyd GorenbergChartered Financial Consultant | Haddon Heights, Nj | Feb 14, 2019 | 37 y | 2 |
| William John Schmidt | Frankenmuth, Mi | Mar 13, 2019 | 14 y | 1 |
| Clifton Anthony Ross | Reno, Nv | May 9, 2019 | 13 y | 1 |
| Mitchell Neil Weiman | Raleigh, Nc | May 17, 2019 | 35 y | 1 |
| Andrew Austin SherwinCertified Financial Planner, Chartered Financial Consultant | Minnetonka, Mn | Jul 11, 2019 | 20 y | 2 |
| Robert EngChartered Financial Analyst | Reno, Nv | Dec 3, 2019 | 38 y | 3 |
| John A Colon | Reno, Nv | Feb 18, 2020 | 34 y | 2 |
| Felipe Juan Antonio Colon | Reno, Nv | Feb 18, 2020 | 18 y | 2 |
Advisor movement
13 left, 22 joined in 12 months
net +9 in 12 months1 left in 90 days3 joined in 90 daysdeparture rate 7.6% of current headcount24 left over 36 months
Left, latest
- Eric Lee Leibowitz to Thepartners Wealth ManagementJul 17, 2026 · RIA to RIA
- Eric Alexander Cooper to Sooner Private Financial LLCJun 11, 2026 · RIA to a newly registered adviser
- Karen Sullivan to Fortis Capital Advisors, LLCJun 11, 2026 · RIA to RIA
- Edward Thomas Moore to Fortis Capital Advisors, LLCJun 11, 2026 · RIA to RIA
- Victoria K Terrazzino to Esi Financial AdvisorsJun 2, 2026 · RIA to RIA
- Cynthia Ann Michael to Wells Fargo AdvisorsMay 14, 2026 · RIA to wirehouse
- Darien Scott Vvenker to Cambridge Investment Research Advisors, Inc.Mar 17, 2026 · RIA to affiliated broker-dealer or bank
- Matthew Dean Waldron to LPL Financial LLCMar 12, 2026 · RIA to affiliated broker-dealer or bank
- Patrick Traverse to SavvyFeb 27, 2026 · RIA to RIA
- Lisa A Nee to SavvyFeb 27, 2026 · RIA to RIA
- Darren Marc Graff to Guardant Wealth AdvisorsFeb 19, 2026 · RIA to a newly registered adviser
- Sean Patrick Nisil to Root Financial PartnersDec 12, 2025 · RIA to RIA
- Jonathan Schiripo to Alpha Zero LLCOct 2, 2025 · RIA to RIA
- Martin Charles O'Shaughnessy to Cfg RetirementDec 19, 2024 · RIA to RIA
- Russell Gerard Christopher to Fortis Capital Advisors, LLCNov 7, 2024 · RIA to RIA
Joined, latest
- Stephan Allan Colglazier from Sharp FinancialAug 21, 2026 · RIA to RIA
- Michael Van Slyke from Bankers Life Advisory Services, Inc.Jul 7, 2026 · Affiliated broker-dealer or bank to independent RIA
- Christopher Michael Lamb from LPL Financial LLCJul 1, 2026 · Affiliated broker-dealer or bank to independent RIA
- Mandisa Renee Landry from Purpose Comprehensive Wealth Management, LLCJun 18, 2026 · RIA to RIA
- Aaron T Olson from Purpose Comprehensive Wealth Management, LLCJun 17, 2026 · RIA to RIA
- David Charles Nelson from Tuttle Capital Management, LLCJun 1, 2026 · Other
- Peter Anderson from Ameriprise Financial Services, LLCMay 19, 2026 · Affiliated broker-dealer or bank to independent RIA
- Brandon James Butler from Cetera Investment Advisers LLCMay 8, 2026 · Affiliated broker-dealer or bank to independent RIA
- Vincent Dallo from Silver Oak Securities, Inc.Apr 15, 2026 · Affiliated broker-dealer or bank to independent RIA
- Mark Arnold Dorsett from Arkadios Wealth AdvisorsMar 4, 2026 · Affiliated broker-dealer or bank to independent RIA
- Timothy Victor Figueroa from Axxcess Wealth Management, LLCMar 3, 2026 · RIA to RIA
- Robert Grady Thompson from Williams Financial, LLCFeb 2, 2026 · RIA to RIA
- Scott David Mosher from MML Investors Services, LLCJan 21, 2026 · Affiliated broker-dealer or bank to independent RIA
- Dylan Dewitt Sage from Baldwin Wealth Partners, LLCJan 20, 2026 · RIA to RIA
- Scott Thiel from Cetera Investment Advisers LLCJan 6, 2026 · Affiliated broker-dealer or bank to independent RIA
Teams: two or more advisors moving together within fourteen days, from one state
- 2 left for SavvyFeb 27, 2026 · Mount Pleasant, Sc
- 2 left for Fortis Capital Advisors, LLCNov 6, 2024 · Greenville, Sc
- 2 left for Redwood Private WealthJun 30, 2023 · Bolton, Ct
- 3 left for Brookwood Investment GroupJun 30, 2023 · Rancho Mirage, Ca
- 7 left for Brookwood Investment GroupJun 28, 2023 · Reno, Nv
- 2 left for Great Lakes Bay FinancialMar 16, 2022 · Saginaw, Mi
- 2 left for Redwood Private WealthSep 20, 2021 · Bloomfield, Mn
- 3 left for Alphastar Capital ManagementDec 14, 2018 · Reno, Nv
- 2 joined from Purpose Comprehensive Wealth Management, LLCJun 17, 2026 · Weddington, Nc
- 3 joined from MML Investors Services, LLCNov 21, 2025 · Amherst, Ny
- 8 joined from Cetera Investment Advisers LLCApr 1, 2025 · Northfield, Il
- 2 joined from Palmerston Group Advisors, L.L.C.Mar 21, 2025 · Highland Park, Nj
- 3 joined from Axxcess Wealth Management, LLCJan 15, 2025 · San Diego, Ca
- 4 joined from Axxcess Wealth Management, LLCDec 31, 2024 · San Diego, Ca
- 2 joined from Wealthcare Advisory Partners LLCDec 22, 2022 · Manheim, Pa
- 5 joined from Freedom Wealth AllianceSep 30, 2022 · Brookfield, Wi
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| Belpointe Multifamily Development Fund I, LPno longer reported | Real Estate Fund | $32.3M | 40 | Aug 20, 2017 |
| Belpointe Alphat Partners LPno longer reported | Hedge Fund | $638,858 | 2 | Apr 25, 2012 |
| Belpointe Mercator International, LPno longer reported | Hedge Fund | $0 | 2 | Apr 25, 2012 |
Owners and control persons
Schedule A and B, latest filing
- Morrow Elizabeth Carpinella · Senior Vp Of Finance Of Account Servicescontrolsince 06/2021 · owns less than 5%
- Charles David Nelson · Chief Strategy Officercontrolsince 11/2020 · owns less than 5%
- Livingston Edward Robertson · Chief Technology Officercontrolsince 08/2021 · owns less than 5%
- Hasbrouck Gregory Skidmore · Chief Executive Officercontrolsince 02/2007 · owns 25% to 50%
- Roy Shane Stirton · President & Chief Operating Officercontrolsince 11/2020 · owns 25% to 50%
- Gay Belena Vincetti · Chief Compliance Officercontrolsince 06/2021 · owns less than 5%
- Eric Brandon Lacoff · Membercontrolsince 03/2007 · owns F of F Focal II, Flp
- Shepard Martin Lacoff · Trusteecontrolsince 01/2010 · owns F of Lacoff Family Trust
- Hasbrouck Gregory Skidmore · Membercontrolsince 04/2012 · owns 50% to 75% of Belpointe Financial Holdings, LLC
- Ethan Brooks Lacoff · Beneficiarysince 01/2010 · owns 50% to 75% of Lacoff Family Trust
- Ann Skylar Lacoff · Beneficiarysince 01/2010 · owns 50% to 75% of Lacoff Family Trust
- David Zachary Lacoff · Beneficiarysince 01/2010 · owns 50% to 75% of Lacoff Family Trust
Entity owners
- Belpointe Financial Holdings, LLC · Memberdirect · owns 75% or more
- Belpointe Wealth Holdings, LLC · Ownerindirect · owns 50% to 75% of Belpointe Financial Holdings, LLC
- F Focal II, Flp · Ownerindirect · owns 50% to 75% of Belpointe Wealth Holdings, LLC
- Lacoff Family Trust · Ownerindirect · owns 50% to 75% of F Focal II, Flp
Related persons
Schedule D 7.A
- A&W Investment, LLCinvestment companyn
- Am Tax Planninginsurancen
- Anthem Risk Management, LLCreal estaten
- Beall Financial Planning, Inc.investment advisernRAUM $23.0M
- Belpointe Prep Manager, LLCpooled vehicle sponsorn
- Belpointe Real Estate Partners, LLCpooled vehicle sponsorn
- Belpointe So Gp, LLCpooled vehicle sponsorn
- Belpointe Specialty Insurance, LLCreal estaten
- Borough Annuity And Insurance Center, Inc.real estaten
- Brooks & Associates Cpas, Inc.insurancen
- Cfe Bcn I Holdings, LLCpooled vehicle sponsorn
- Charles J. Zimmerer Painsurancen
- Collaborative Fund Advisorsinvestment advisernRAUM $145M
- Collaborative Insurance Servicesreal estaten
- Collaborative Retirement Trust, LLCLP sponsorn
- Crest Risk Management, LLCreal estaten
- Ep Tremblay & Associates, Inc.insurancen
- Fund Asset Managersinvestment adviseryRAUM $24.8M
- Green Rock Insurance, LLCreal estaten
- Greenwich Accounting & Tax Services, LLCinsurancen
- Greenwich Legal Associates, LLCn
- Greenwich Legal, LLCn
- Grelle, Jump & Company, LLCinsurancen
- Holsinger Pcinsurancen
- Horst & Jager, LLCinsurancen
- Jim Ciurlik Consulting, Inc.insurancen
- Key Concerns Incinvestment advisernRAUM $21.9M
- Kimmel Consulting, LLCinsurancen
- Long Claypole Blakley Law, Plcn
- Milbank Investment Partners, LLCn
Advisers that list Belpointe Asset Management LLC as a related person
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Reno, Nv · principal | 172 | 40 | 5 | ||
| San Diego, Ca | 8 | 2 | 0 | ||
| Milwaukee, Wi | 8 | 1 | 0 | ||
| Hartland, Wi | 8 | 1 | 0 | ||
| Minnetonka, Mn | 7 | 5 | 0 | ||
| Greenville, Sc | 6 | 2 | 1 | ||
| Oak Brook, Il | 5 | 2 | 0 | ||
| Haddon Heights, Nj | 5 | 0 | 0 | ||
| Oconomowoc, Wi | 5 | 0 | 0 | ||
| Chesterfield, Mo | 4 | 1 | 0 | ||
| Coral Gables, Fl | 4 | 1 | 0 | ||
| Rancho Mirage, Ca | 4 | 0 | 0 | ||
| Janesville, Wi | 4 | 2 | 0 | ||
| Tarrytown, Ny | 3 | 0 | 0 | ||
| Amherst, Ny | 3 | 3 | 0 | ||
| Northfield, Il | 3 | 0 | 0 | ||
| Greenwich, Ct | 3 | 1 | 0 | ||
| North Haven, Ct | 2 | 0 | 0 | ||
| Champaign, Il | 2 | 0 | 0 | ||
| Dallas, Tx | 2 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Greenville, SC14 employees
- Milwaukee, WI11 employees
- Hartland, WI7 employees
- Minneapolis, MN6 employees
- Coral Gables, FL6 employees
- Greenwich, CT6 employees
- Janesville, WI6 employees
- Chesterfield, MO5 employees
- Oconomowoc, WI5 employees
- Haddon Heights, NJ5 employees
- Rancho Mirage, CA4 employees
- Champaign, IL4 employees
- Mount Pleasant, SC3 employees
- Tarrytown, NY3 employees
- Dallas, TX3 employees
- , 2 employees
- Bristol, CT2 employees
- Colts Neck, NJ2 employees
- Rome, NY2 employees
- Sarasota, FL2 employees
- Wyandotte, MI2 employees
- Germantown, WI1 employees
- Highland Park, NJ1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing May 13, 2026NELSON, DAVID, CHARLES (CHIEF STRATEGY OFFICER) left Schedule A between the filings of 2022-03-31 and 2026-05-13peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing May 13, 2026LACOFF, BRANDON, ERIC (MEMBER) left Schedule A between the filings of 2022-03-31 and 2026-05-13peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing May 13, 2026LACOFF, MARTIN, SHEPARD (TRUSTEE) left Schedule A between the filings of 2022-03-31 and 2026-05-13peers: independent wealth managers, $5B to $20B (289)
- control person changedChange between filings · filing May 13, 2026Robertson, Edward, Livingston (CHIEF TECHNOLOGY OFFICER) left Schedule A between the filings of 2022-03-31 and 2026-05-13peers: independent wealth managers, $5B to $20B (289)
- HNW share shiftChange between filings · filing Mar 26, 2026HNW share of RAUM moved from 31.0% to 48.0% between the annual amendments of 2025-03-31 and 2026-03-26peers: independent wealth managers, $5B to $20B (289)
What changed
consecutive filings, newest first
- Accounts · 14,788 to 18,990Jan 20, 2026 to Mar 26, 2026
- Charity clients · 10 to 20Jan 20, 2026 to Mar 26, 2026
- Corporate clients · 74 to 92Jan 20, 2026 to Mar 26, 2026
- HNW clients · 457 to 1,321Jan 20, 2026 to Mar 26, 2026
- Individual clients · 5,852 to 6,000Jan 20, 2026 to Mar 26, 2026
- Pension plan clients · 133 to 168Jan 20, 2026 to Mar 26, 2026
- Other offices · 107 to 113Jan 20, 2026 to Mar 26, 2026
- Discretionary RAUM · $6.0B to $7.6BJan 20, 2026 to Mar 26, 2026
- HNW RAUM · $1.9B to $3.6BJan 20, 2026 to Mar 26, 2026
- Individual RAUM · $2.3B to $1.6BJan 20, 2026 to Mar 26, 2026
- Pension RAUM · $213M to $306MJan 20, 2026 to Mar 26, 2026
- RAUM · $6.0B to $7.6BJan 20, 2026 to Mar 26, 2026
- Wrap assets (sponsor) · $11.1M to $14.2MJan 20, 2026 to Mar 26, 2026
- Financial planning clients · 101-250 to 101-250Mar 31, 2025 to Jul 17, 2025
- Accounts · 22,446 to 14,788Sep 3, 2024 to Mar 31, 2025
- Advisory employees · 150 to 151Sep 3, 2024 to Mar 31, 2025
- BD registered reps · 17 to 15Sep 3, 2024 to Mar 31, 2025
- Charity clients · 4 to 10Sep 3, 2024 to Mar 31, 2025
- Corporate clients · 58 to 74Sep 3, 2024 to Mar 31, 2025
- HNW clients · 708 to 457Sep 3, 2024 to Mar 31, 2025
- Individual clients · 5,847 to 5,852Sep 3, 2024 to Mar 31, 2025
- Pension plan clients · 148 to 133Sep 3, 2024 to Mar 31, 2025
- Assets in custody · 350000.0 to unsetSep 3, 2024 to Mar 31, 2025
- Custody of client assets · true to falseSep 3, 2024 to Mar 31, 2025
- Employees · 215 to 236Sep 3, 2024 to Mar 31, 2025
- Insurance-licensed employees · 5 to 7Sep 3, 2024 to Mar 31, 2025
- Financial planning clients · 251-500 to 101-250Sep 3, 2024 to Mar 31, 2025
- State-registered IARs · 145 to 149Sep 3, 2024 to Mar 31, 2025
- Other offices · 95 to 107Sep 3, 2024 to Mar 31, 2025
- Discretionary RAUM · $4.3B to $6.0BSep 3, 2024 to Mar 31, 2025
- HNW RAUM · $1.9B to $1.9BSep 3, 2024 to Mar 31, 2025
- Individual RAUM · $1.3B to $2.3BSep 3, 2024 to Mar 31, 2025
- Pension RAUM · $216M to $213MSep 3, 2024 to Mar 31, 2025
- RAUM · $4.3B to $6.0BSep 3, 2024 to Mar 31, 2025
- Wrap assets (sponsor) · $12.3M to $11.1MSep 3, 2024 to Mar 31, 2025
- Accounts · 16,063 to 22,446Feb 23, 2024 to Mar 28, 2024
- Advisory employees · 157 to 150Feb 23, 2024 to Mar 28, 2024
- Advisory activities · 6 to 5Feb 23, 2024 to Mar 28, 2024
- BD registered reps · 13 to 17Feb 23, 2024 to Mar 28, 2024
- Corporate clients · 57 to 58Feb 23, 2024 to Mar 28, 2024
Signals
60 dated events
- Eric Lee Leibowitz left Belpointe Asset Management Llc for Thepartners Wealth Management (registered 2026-06-18)Jul 17, 2026 · Advisor changed firm · fact
- 2 advisors left Purpose Comprehensive Wealth Management, LLC (Weddington, NC) for Belpointe Asset Management LLC on the same dayJun 17, 2026 · Team lift-out · derived
- Karen Sullivan left Belpointe Asset Management Llc for Fortis Capital Advisors, Llc (registered 2025-01-02)Jun 11, 2026 · Advisor changed firm · fact
- Edward Thomas Moore left Belpointe Asset Management Llc for Fortis Capital Advisors, Llc (registered 2025-07-15)Jun 11, 2026 · Advisor changed firm · fact
- Eric Alexander Cooper left Belpointe Asset Management Llc for Sooner Private Financial Llc (registered 2026-05-27)Jun 11, 2026 · Advisor changed firm · fact
- Victoria K Terrazzino left Belpointe Asset Management Llc for Esi Financial Advisors (registered 2026-07-01)Jun 2, 2026 · Advisor changed firm · fact
- Cynthia Ann Michael left Belpointe Asset Management Llc for Wells Fargo Advisors (registered 2026-05-12)May 14, 2026 · Advisor changed firm · fact
- Belpointe Asset Management Llc reported 113 offices beyond its principal office, up from 107 (2026-01-20 to 2026-03-26)Mar 26, 2026 · Office count change · derived
- Belpointe Asset Management Llc reported RAUM $7.6B, up 26% from $6.0B (2026-01-20 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- Darien Scott Vvenker left Belpointe Asset Management Llc for Cambridge Investment Research Advisors, Inc. (registered 2026-03-25)Mar 17, 2026 · Advisor changed firm · fact
- Matthew Dean Waldron left Belpointe Asset Management Llc for Lpl Financial Llc (registered 2026-03-12)Mar 12, 2026 · Advisor changed firm · fact
- Patrick Traverse left Belpointe Asset Management Llc for Savvy (registered 2026-03-06)Feb 27, 2026 · Advisor changed firm · fact
- Lisa A Nee left Belpointe Asset Management Llc for Savvy (registered 2026-04-29)Feb 27, 2026 · Advisor changed firm · fact
- 2 advisors left Belpointe Asset Management LLC (Mount Pleasant, SC) for Savvy on the same dayFeb 27, 2026 · Team lift-out · derived
- Darren Marc Graff left Belpointe Asset Management Llc for Guardant Wealth Advisors (registered 2026-01-30)Feb 19, 2026 · Advisor changed firm · fact
- Sean Patrick Nisil left Belpointe Asset Management Llc for Root Financial Partners (registered 2025-12-05)Dec 12, 2025 · Advisor changed firm · fact
- 3 advisors left MML Investors Services, LLC (Amherst, NY) for Belpointe Asset Management LLC within 5 daysNov 21, 2025 · Team lift-out · derived
- Jonathan Schiripo left Belpointe Asset Management Llc for Alpha Zero Llc (registered 2026-01-06)Oct 2, 2025 · Advisor changed firm · fact
- Niels Buksik no longer registered at Belpointe Asset Management Llc; no later IA registration on IAPDJul 1, 2025 · Advisor departure · fact
- 8 advisors left Cetera Investment Advisers LLC (Northfield, IL) for Belpointe Asset Management LLC on the same dayApr 1, 2025 · Team lift-out · derived
- Belpointe Asset Management Llc reported 107 offices beyond its principal office, up from 95 (2024-09-03 to 2025-03-31)Mar 31, 2025 · Office count change · derived
- Belpointe Asset Management Llc reported RAUM $6.0B, up 40% from $4.3B (2024-09-03 to 2025-03-31)Mar 31, 2025 · RAUM change · derived
- 2 advisors left Palmerston Group Advisors, L.L.C. (Highland Park, NJ) for Belpointe Asset Management LLC on the same dayMar 21, 2025 · Team lift-out · derived
- 3 advisors left Axxcess Wealth Management, LLC (Carlsbad, CA) for Belpointe Asset Management LLC on the same dayJan 15, 2025 · Team lift-out · derived
- 4 advisors left Axxcess Wealth Management, LLC (San Diego, CA) for Belpointe Asset Management LLC on the same dayDec 31, 2024 · Team lift-out · derived
- Martin Charles O'Shaughnessy left Belpointe Asset Management Llc for Cfg Retirement (registered 2025-02-23)Dec 19, 2024 · Advisor changed firm · fact
- Russell Gerard Christopher left Belpointe Asset Management Llc for Fortis Capital Advisors, Llc (registered 2024-11-19)Nov 7, 2024 · Advisor changed firm · fact
- Benjamin Webb Sabin left Belpointe Asset Management Llc for Fortis Capital Advisors, Llc (registered 2024-11-12)Nov 6, 2024 · Advisor changed firm · fact
- Albert Aaron Berg left Belpointe Asset Management Llc for Fortis Capital Advisors, Llc (registered 2024-11-14)Nov 6, 2024 · Advisor changed firm · fact
- 2 advisors left Belpointe Asset Management LLC (Greenville, SC) for Fortis Capital Advisors, LLC a day apartNov 6, 2024 · Team lift-out · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- LINKEDIN.COM/COMPANY/BELPOINTE-ASSET-MANAGEMENT-LLCreportedpublic record, Form ADV, Sep 17, 2026
- Firm profile
- linkedin.com/company/belpointereportedpublic record, Form ADV, Sep 17, 2026
- Website
- BELPOINTE.COMreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 2036293300reportedpublic record, Form ADV, May 13, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $44.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026
Across the graphs
Belpointe Asset Management LLC is the same institution as 1 record in Real Estate Funds.
Real Estate Funds1
Which record it is in each graph, what it is called there, and what the two were joined on. The Data Factory holds all nine graphs and the identity layer between them.
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