Loic Le Mener

Employer firm

Belpointe Asset Management LLC CRD 143440

$7.58B regulatory AUM 109 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2004 → 07/2020
  Lincoln Financial Advisors Corporation
  Addison, TX
• 12/2004 → 07/2020
  Lincoln National Life
  Addison, TX
• 07/2020 → Present
  Belpointe Asset Management
  Greenwich, CT
• 07/2020 → 04/2023
  Belpointe Insurance Llc
  Greenwich, CT
• 01/2015 → Present
  Opus Wealth Management
  Dallas, TX

Previous Registrations

• 2005-01-11 → 2020-07-17
  Osaic Fa, Inc.
  Dallas, TX
  Dallas, TX
  Addison, TX
  Addison, TX

Other Businesses

1) Insurance sales, investment related, same address as branch, sales of fixed insurance products, agent, 5 hours per month during trading hours. 2) Fund Asset Managers, LLC, investment related, 500 Damonte Ranch Pkwy, Bldg 700, unit 700, Reno, NV 89521, RIA advising private fund offerings, portfolio manager for the Belpointe Tail Risk Fund, 10 hours per month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-01-10
• S63 Uniform Securities Agent State Law Examination
  2001-03-22

Designations

• Certified Financial Planner

Other Names

• Loic Le Mener
• Loic Lemener