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Matthew Ryan Fechter

Belpointe Asset Management LLC

Reno, NV

Hartland, WI

CRD 5981582

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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:

Current Employers
Belpointe Asset Management Llc

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2021-11-29
  • WI RA
    APPROVED
    Since 2021-11-29

Branch Locations

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States

249 Pawling Ave Suite 104, Hartland, WI 53029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Us Bank Milwaukee WI 02/2021 09/2021
Abox Inc Dba Pirtek Menomonee Falls Menomonee Falls WI 12/2014 01/2021
Belpointe Asset Management, Llc Reno NV 11/2021 Present
  • 02/2021 → 09/2021
    Us Bank
    Milwaukee, WI
  • 12/2014 → 01/2021
    Abox Inc Dba Pirtek Menomonee Falls
    Menomonee Falls, WI
  • 11/2021 → Present
    Reno, NV
Other Businesses

1. Fixed Insurance Sales, investment related, same address as branch, sales of fixed insurance products (life, disability, fixed annuities), 2 hours per month, sales person, start 11/2021. 2. Redwood Financial Strategies, investment related, same address as branch, DBA name for investment advisory services and insurance sales, 160 hours per month during trading, start 11/2021. 3. AMR Bookkeeping LLC, investment related, N3735 Park Rd Brodhead, WI 53520, Bookkeeping, Contractor, Start 10/2025, 10-30 hours per month, none during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-27
S63 Uniform Securities Agent State Law Examination 2011-10-28
  • S65 Uniform Investment Adviser Law Examination
    2021-11-27
  • S63 Uniform Securities Agent State Law Examination
    2011-10-28
Other Names
  • Matt Ryan Fechter

View on SEC IAPD

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