Bradley Wilcox

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

• 01/2016 → 05/2017
  Outback Steakhouse
  Lancaster, PA
• 09/2016 → 08/2018
  Benjamin Roberts Ltd.
  Lancaster, PA
• 08/2018 → 08/2021
  Community Bible Church
  Marietta, PA
• 07/2021 → 11/2022
  Ambassador Advisors Llc
  Lancaster, PA
• 07/2021 → 11/2022
  American Portfolios Financial Services, Inc.
  Lancaster, PA
• 01/2023 → 11/2023
  Royal Alliance Associates, Inc.
  Lancaster, PA
• 01/2024 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2023-01-06 → 2023-12-04
  Osaic Wealth, Inc.
  Lancaster, PA
• 2022-10-21 → 2022-11-21
  Faithward Advisors, Llc
  Lancaster, PA

Other Businesses

1) Insurance Brokerage, investment related, same address as branch, start 12/2022, sales of fixed insurance products, salesperson. 2) Wilcox Financial Services, LLC, investment related, residential address, owner, marketing name under which IAR performs insurance and investment advisory services, start 06/2024, 3-5 hours per month, 0 during trading hours. 3) House on the Rock, non-investment related, 18 N Market Street Elizabethtown, PA, 17022, Non-profit marriage counseling, Business Structure Consultant, start 12/2024, 20-28 hours per month, 0 during trading hours. 4) Landis & Associates CPA, LLC, investment related, 642 Delp Road Lancaster, PA 17601, tax filing, tax filer, start 03/2026, 60 hours a month during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2022-10-20

Other Names

• Bradley Andrew Wilcox