Wealth Manager
    SEC Registered
    Manages Private Funds

    Belpointe Asset Management LLC

    Registered investment advisor · Reno, Nevada · CRD #143440

    Assets Under Management
    $7.6B
    Client Accounts
    18,990
    Employees
    236
    CRD Number
    143440
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Belpointe Asset Management LLC

    Belpointe Asset Management is a US-based registered investment advisor and multi-family office, founded in 2007 by Gregory Skidmore and Brandon Lacoff. The firm focuses on providing personalized financial services while emphasizing the craft of financial management. Belpointe combines investment management and wealth planning to help clients build strong financial foundations. The firm offers tailored financial planning services, portfolio design and management, and advisor support through prop

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Belpointe Asset Management LLC's AUM?

    Belpointe Asset Management LLC reports approximately $7.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Belpointe Asset Management LLC headquartered?

    Belpointe Asset Management LLC is headquartered in Reno, Nevada.

    What is Belpointe Asset Management LLC's CRD number?

    Belpointe Asset Management LLC's CRD number is 143440. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Belpointe Asset Management LLC manage?

    Belpointe Asset Management LLC manages approximately 18,990 client accounts according to its latest SEC filing.

    Is Belpointe Asset Management LLC SEC registered?

    Yes, Belpointe Asset Management LLC is registered with the SEC as an investment adviser with an approved registration status.

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