Anthony Evan Pena

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

• 01/2023 → 06/2025
  Timothy Christian Academy
  Eastampton, NJ
• 02/2020 → 01/2023
  Better Homes & Gardens Real Estate
  Mount Laurel, NJ
• 07/2018 → 10/2021
  Achievers Early College Prep Charter School
  Trenton, NJ
• 01/2015 → 07/2019
  Association Of Baptists For World Evangelism
  New Cumberland, PA
• 03/2025 → Present
  Chaslyn Financial Group, Inc.
  Haddon Heights, NJ
• 03/2025 → Present
  Belpointe Asset Management Llc
  Reno, NV

Other Businesses

1) Better Homes & Gardens Real Estate, not investment related, 251 Masonville Rd Mount Laurel, NJ 08054, Residential Real Estate, Real Estate Agent, Start 02/2020, 5 hours per month, 0 hours per month during trading hours 2) Baptist Resource Network, not investment related, 4620 Fritchey St Harrisburg, PA 17109, Faith Based Community Outreach, 1 hours per month, 1 hours per month during trading hours, Voting on Resource Distributions for Missionaries 3) Kinetic K Plans, investment related, 515 Grove St, Suite 3C, Haddon Heights, NJ 08035, Multiple Employer 401K Plans, Advisor. Start 1/2026, 5 hours per month not during trading hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-14