BELPOINTE ASSET MANAGEMENT LLC

CRD 143440File 801-69329

APPROVED

Retail clients

Custody

Filing as of May 13, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$7.58B

Top 10% of cohort (national)

Discretionary AUM

$7.58B

Clients

7,604

18,990 accounts

Employees

236

Top 10% of cohort in NV

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Jun 19, 2008
Principal office: 500 DAMONTE RANCH PARKWAY, BUILDING 700, UNIT 700, RENO, NV, 89521
Phone: 2036293300
Website: HTTP://WWW.BELPOINTE.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $7.58B
Discretionary AUM: $7.58B
Non-discretionary AUM: $0
Discretionary accounts: 18,990
Non-discretionary accounts: 0
Total accounts: 18,990
AUM per client: $997K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	92	$134.4M
Charitable organizations	20	$24.7M
Other investment advisers	Fewer than 5	$1.95B
High net worth individuals	1,321	$3.60B
Pension and profit sharing plans	168	$305.8M
Individuals (other than high net worth individuals)	6,000	$1.56B

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: Yes
Firm Custody Clients: Yes
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.