James Joseph Di Gesu

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

Authority	Category	Status	Date
PA	RA	APPROVED	2024-03-27

PA RA
APPROVED

Since 2024-03-27

Branch Locations

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

Pocono Pines, PA • 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

Organization	City	State	From	To
Wealth Health, Llc	Roseland	NJ	07/2011	02/2019
Belpointe Asset Mangement, Llc	Reno	NV	03/2019	Present
Belpointe Insurance, Llc	Greenwich	CT	03/2019	12/2023

07/2011 → 02/2019

Wealth Health, Llc

Roseland, NJ
03/2019 → Present

Belpointe Asset Mangement, Llc

Reno, NV
03/2019 → 12/2023

Belpointe Insurance, Llc

Greenwich, CT

Previous Registrations

2011-11-15 → 2019-03-25

Wealth Health, Llc

Roseland, NJ

Other Businesses

1). AM TAX PLANNING, NON INVESTMENT RELATED, 48 BI STATE #201, OLD TAPPAN NJ 07675 TAX PREPARATION SINCE 2017 APPROX 15 HOURS PER MONTH, DURING SOME TRADING HOURS. 2). SALES OF FIXED INSURANCE PRODUCTS, INVESTMENT RELATED, SAME ADDRESS AS BRANCH. INSURANCE SALES, INSURANCE PRODUCER SINCE 3/2019. APPROX 5 HOURS PER MONTH DURING TRADING HOURS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2001-09-10

S63 Uniform Securities Agent State Law Examination

2001-09-10

Designations

Personal Financial Specialist

Other Names

James Joseph Digesu
James Joseph Digesu

View on SEC IAPD