Belpointe Asset Management LLC

Financial planning in Reno, NV

SEC registeredNo commissions reported

Call (203) 629-3300 Send a message Map ↗

Public-record details

Address: 500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV 89521
Phone: (203) 629-3300
Listed under: Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
CRD number: 143440
Registration: SEC registered since 2008-06-19
Compensation (Form ADV 5.E): Percentage of assets under management; Hourly charges; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management: $7.6 billion
Accounts managed: 18,990
Clients reported (Form ADV 5.D): 7,604
Individual / high-net-worth clients: 6,000 / 1,321
Employees: 236
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-05-13

SEC registered investment adviser, CRD 143440, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 143440 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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