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Robert John Wright

Belpointe Asset Management LLC

Reno, NV

Dallas, TX

CRD 8282548

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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
TX RA APPROVED 2026-05-29
  • TX RA
    APPROVED
    Since 2026-05-29

Branch Locations

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

5301 Alpha Rd #80, Dallas, TX 75240 • 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
Elligo Health Research Austin TX 03/2025 03/2026
Medix Staffing Solutions Oak Brook IL 03/2024 12/2024
Public Health Management Corporation Philadelphia PA 01/2024 03/2024
University Of Rochester Medical Center Rochester NY 12/2021 12/2023
Unemployed Philadelphia PA 01/2025 02/2025
Cvs Pharmacy Lebanon NH 02/2021 06/2021
Unemployed Rochester NY 07/2021 11/2021
Nextcare Urgent Care Mesa AZ 07/2020 12/2020
Fieldworks Phoenix AZ 06/2020 07/2020
Americorps Montpelier VT 07/2019 09/2019
Dartmouth College Hanover NH 09/2014 06/2019
Unemployed Hanover NH 10/2019 05/2020
Belpointe Asset Management, Llc Reno NV 05/2026 Present
Opus Wealth Management Dallas TX 05/2026 Present
  • 03/2025 → 03/2026
    Elligo Health Research
    Austin, TX
  • 03/2024 → 12/2024
    Medix Staffing Solutions
    Oak Brook, IL
  • 01/2024 → 03/2024
    Public Health Management Corporation
    Philadelphia, PA
  • 12/2021 → 12/2023
    University Of Rochester Medical Center
    Rochester, NY
  • 01/2025 → 02/2025
    Unemployed
    Philadelphia, PA
  • 02/2021 → 06/2021
    Cvs Pharmacy
    Lebanon, NH
  • 07/2021 → 11/2021
    Unemployed
    Rochester, NY
  • 07/2020 → 12/2020
    Nextcare Urgent Care
    Mesa, AZ
  • 06/2020 → 07/2020
    Fieldworks
    Phoenix, AZ
  • 07/2019 → 09/2019
    Americorps
    Montpelier, VT
  • 09/2014 → 06/2019
    Dartmouth College
    Hanover, NH
  • 10/2019 → 05/2020
    Unemployed
    Hanover, NH
  • 05/2026 → Present
    Reno, NV
  • 05/2026 → Present
    Opus Wealth Management
    Dallas, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-17
  • S65 Uniform Investment Adviser Law Examination
    2026-01-17
Other Names
  • Robert Wright

View on SEC IAPD

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