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BELPOINTE ASSET MANAGEMENT LLC
CRD 143440File 801-69329
APPROVED
Retail clients
Custody
Filing as of May 13, 2026
Feed vintage Oct 1, 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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 6,529 | 7,604 | increased by1,075 |
| Apr 1, 2026 | AUM | $6,010,457,854 | $7,577,693,628 | increased by$1,567,235,774 |
| Apr 1, 2026 | Accounts | 14,788 | 18,990 | increased by4,202 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 212 | 236 | increased by24 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 7,432 | 6,529 | decreased by903 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $3,357,883,404 | $6,010,457,854 | increased by$2,652,574,450 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,805 | 14,788 | increased by12,983 |
| Apr 1, 2022 | Employees | 155 | 212 | increased by57 |
| Apr 1, 2022 | Clients | 5,139 | 7,432 | increased by2,293 |
| Apr 1, 2022 | AUM | $2,075,312,195 | $3,357,883,404 | increased by$1,282,571,209 |
| Apr 1, 2022 | Accounts | 10,104 | 1,805 | decreased by8,299 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BELPOINTE ASSET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BELPOINTE ASSET” may also match similarly-named firms). Confirm identity against each filing.
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.