Harrison Taylor Wallace

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

• 05/2015 → 02/2018
  Peakridge Partners Llc
  Davenport, IA
• 05/2016 → 01/2020
  Redbrook Management Llc
  Davenport, IA
• 03/2018 → 07/2021
  Crunchboard Io Llc
  Davenport, IA
• 12/2018 → Present
  A&W Investment Llc
  Davenport, IA
• 01/2020 → 06/2020
  Beyer & Rock Advisory Group, Llc
  Davenport, IA
• 08/2021 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2020-01-10 → 2020-06-19
  Matheson & Rock Wealth Management, Llc
  Davenport, IA

Other Businesses

1) A&W Investment, LLC, Investment-related, 3734 Lornton Ave, Davenport, IA 52807, Commercial and residential rental real estate, Partner since 12/2018, hours per month: 20, during trading hours: 10. 2) Peakridge Accounting, LLC, 137 N, Oak Park Ave, Ste 215-4796, Oak Park, IL 60301, non-investment related, Accounting, tax preparation, CFO Services, Start date 01/2023, 160 hours per month during trading hours, owner.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-20