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Stephan Allan Colglazier

Belpointe Asset Management LLC

Reno, NV

Fernandina Beach, FL

Sharp Financial

Fernandina Beach, FL

Horsham, PA

CRD 4994738

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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
FL RA APPROVED 2026-08-21
  • FL RA
    APPROVED
    Since 2026-08-21

Branch Locations

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

Fernandina Beach, FL • United States

Sharp Financial

100 Tournament Drive Suite 310, Horsham, PA 19044 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-02-04
  • FL RA
    APPROVED
    Since 2022-02-04

Branch Locations

Fernandina Beach, FL • United States

100 Tournament Drive Suite 310, Horsham, PA 19044 • 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
Regions Financial Corporation Birmingham AL 12/2015 01/2022
Sharp Wealth Advisory Llc Horsham PA 01/2022 08/2026
Belpointe Asset Management, Llc Reno NV 08/2026 Present
Ase Private Wealth Greenville SC 08/2026 Present
  • 12/2015 → 01/2022
    Regions Financial Corporation
    Birmingham, AL
  • 01/2022 → 08/2026
    Sharp Wealth Advisory Llc
    Horsham, PA
  • 08/2026 → Present
    Belpointe Asset Management, Llc
    Reno, NV
  • 08/2026 → Present
    Ase Private Wealth
    Greenville, SC
Previous Registrations
  • 2005-07-20 → 2011-12-31
    Keller Partners, Llc
    Calabasas, CA
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

LEONARD R WOHLETZ
ANGEL MARIE SANDOVAL
RYAN SCOTT GROSS

Nearby Offices

MORGAN STANLEY · Reno, NV
EDWARD JONES · RENO, NV
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · RENO, NV

More in Reno, NV

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