Charles John Zimmerer

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

• 04/2012 → Present
  Law Office Of Charles J. Zimmerer, P.A.
  Miami, FL
• 03/2007 → Present
  Charles J Zimmerer Cpa
  Miami, FL
• 01/2018 → 01/2019
  Perigon Wealth Management, Llc Dba Anthem Advisors Llc
  San Francisco, CA
• 10/2013 → 02/2018
  Brickell Opus Wealth Management Llc
  Miami, FL
• 01/2018 → 04/2022
  Slow Capital, Inc
  Greenbrae, CA
• 02/2022 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2019-02-25 → 2022-04-05
  Slow Capital, Inc.
  Coral Gables, FL
  Greenbrae, CA
  Miami, FL
  Miami, FL
• 2019-03-27 → 2022-02-04
  Anthem Advisors, Llc
  Coral Gables, FL
  Miami, FL
• 2018-02-02 → 2019-01-07
  Perigon Wealth Management, Llc
  Coral Gables, FL
  San Francisco, CA
• 2013-10-02 → 2018-02-15
  Brickell Opus Wealth Management Llc
  Miami, FL

Other Businesses

1) LAW OFFICE OF CHARLES J. ZIMMERER, PA, NON INVESTMENT-RELATED, 601 BRICKEL KEY DR, SUITE 507, MIAMI FL 33131, ATTORNEY AT LAW, SINCE 2003 2) CHARLES J. ZIMMERER, CPA, NON INVESTMENT-RELATED, 601 BRICKEL KEY DR, SUITE 507, MIAMI FL 33131, TAX SERVICES, SINCE 2006 3) BREVARD HISPANIC CENTER, INC., NON INVESTMENT RELATED, 4670 BABCOCK STREET SUITE 5 PALM BAY, FL 32905, NON PROFIT ORGANIZATION, BOARD MEMBER SINCE 04/2014, 2 HOURS PER MONTH DURING TRADING HOURS 4) FLORIDA ASSOCIATION OF ATTORNEY-CERTIFIED PUBLIC ACCOUNTANTS, INC., NON INVESTMENT RELATED, BOARD MEMBER SINCE 01/2015, 4 HOURS PER MONTH DURING TRADING HOURS 5) ZIMMERER & TECLE PRIVATE WEALTH MANAGEMENT, LLC: INVESTMENT RELATED; 121 ALHAMBRA PLAZA FL 10 CORAL GABLES, FL 33134; DBA FOR REGISTERED INVESTMENT ADVISOR BUSINESS; IAR ; START DATE 01/2025 6) MY PENSION TREE, LLC, INVESTMENT RELATED, 121 ALHAMBRA PLAZA 10TH FLOOR CORAL GABLES. FL 33134, PENSION CONSULTING AND ADMINISTRATION, SALES, START 04/2025, 5 HOURS PER MONTH NOT DURING TRADING HOURS. 7) ZIMMERER & TECLE RISK MANAGEMENT, LLC, INVESTMENT RELATED, 121 ALHAMBRA PLAZA 10TH FLOOR CORAL GABLES. FL 33134; DBA FOR INSURANCE BUSINESS; OFFICER; START 04/2025, 5 HOURS PER MONTH NOT DURING TRADING HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-11-18

Other Names

• Chuck Zimmerer