Dylan Dewitt Sage

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

• 03/2008 → 01/2026
  Baldwin Wealth Partners, Llc (F/K/A Baldwin Brothers, Llc)
  Marion, MA
• 01/2026 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2011-12-06 → 2026-01-23
  Baldwin Wealth Partners, Llc
  Marion, MA
  Mill Valley, CA
  Marion, MA

Other Businesses

(1.) NEIGHBORHOOD HOUSE; ADDRESS OF OBA: NORTHEAST HARBOR, ME; NATURE: INVESTMENT COMMITTEE; INVESTMENT RELATED: NO; TITLE WITH OBA: COMMITTEE MEMBER; DUTIES: WORKING WITH THE REST OF THE COMMITTEE MEMBERS TO OVERSEE THE INVESTMENT PORTFOLIO AND WORK WITH THE PORTFOLIO ADVISOR TO ENSURE THAT INVESTMENT OBJECTIVES FOR THE ORGANIZATION ARE BEING MET; START DATE: JANUARY 2021; APPROX. NUMBER OF HOURS/MONTH: 3; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) SAGE MINERALS INC.; ADDRESS OF OBA: NEW YORK, NY 10025; NATURE: LEASING/SALE OF MINERAL RIGHTS. AT THIS JUNCTURE IT IS A WIND-DOWN OF THE BUSINESS; INVESTMENT RELATED: YES; TITLE WITH OBA: BOARD OF DIRECTORS; DUTIES: SITTING ON THE BOARD OF DIRECTORS FOR FAMILY HELD COMPANY THAT IS ATTEMPTING TO WIND-DOWN AND DISTRIBUTE ASSETS; START DATE: 02/14/2025; APPROX. NUMBER OF HOURS/MONTH: 2; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-01

Other Names

• Dylan Sage