Timothy Victor Figueroa

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

• 06/2019 → 04/2020
  Daniel Investment Associates
  Santa Barbara, CA
• 05/2018 → 08/2018
  Daniel Investment Associates, Llc
  Santa Barbara, CA
• 03/2017 → 07/2017
  Preview Properties
  Allston, MA
• 08/2015 → 05/2019
  Unemployed
  Boston, MA
• 12/2023 → 12/2024
  Axxcess Wealth Management, Llc Dba Asset Preservation Strategies
  Santa Barbara, CA
• 04/2020 → 12/2023
  Axxcess Wealth Management, Llc
  Santa Barbara, CA
• 12/2024 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2022-01-04 → 2024-12-31
  Axxcess Wealth Management, Llc
  Carlsbad, CA
  Santa Barbara, CA
  Santa Barbara, CA
  Santa Barbara, CA
• 2020-04-17 → 2021-12-31
  Axxcess Wealth Management, Llc
  Carlsbad, CA
  Santa Barbara, CA
• 2019-09-23 → 2020-12-21
  Daniel Investment Associates, Llc
  Santa Barbara, CA

Other Businesses

[1] Asset Preservation Strategies Inc; Investment-related; at residence, 93101; dba for investment advisory business through Belpointe Asset Management [2] The Scholarship Foundation of Santa Barbara; Non-Investment Related; 2253 Las Positas Road, Santa Barbara, CA 93105, Audit Committee and Finance Committee; Board Members; 07/2024; 5 hours per month; 1 hour during trading hours. [3] Insurance; Investment Related; residence; Insurance Sales; Agent; Start date 02/2024; Less than 10% of Mr. Figueroa's time is spent on this activity, all of which are during securities trading hours; duties include insurance reviews and sales. [4] Trustee, Investment Related; residence; Revocable separate property trust for family member, Trustee, Start 03/2026, 0 hours a month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-08-27

Other Names

• Tim Figueroa