Best Investors
Account
Sign in
Best Investors
Account
Sign in
Belpointe Asset Management LLC CRD 143440
$7.58B regulatory AUM 109 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2019-01-07 |
Branch Locations
Frankenmuth, MI • United States
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vanvoorhees Real Estate Service Inc. | Frankenmuth | MI | 07/1992 | Present |
| Berthel Fisher & Company Financial Services, Inc. | Frankenmuth | MI | 05/2011 | 06/2018 |
| Michigan Valley Insurance Agency, Llc | Reese | MI | 10/2006 | 01/2019 |
| Zimmer & Associates, Inc. | Reese | MI | 01/2010 | 07/2018 |
| Richmark Private Wealth Mgmt | Frankenmuth | MI | 05/2011 | 01/2019 |
| Richmark Private Wealth Management | Frankenmuth | MI | 11/2017 | 01/2019 |
| Richmark Private Wealth Management | Frankenmuth | MI | 06/2018 | 05/2019 |
| Belpointe Asset Management, Llc | Reno | NV | 01/2019 | Present |
1.) Various universities, NON-INVESTMENT RELATED, various addresses, PROFESSOR, Part-time teaching of personal financial planning topics, SINCE 2012, APPROX 4 HOURS PER WEEK. 2). VANVOORHEES REAL ESTATE SERVICES, INC. Same address as branch, REAL ESTATE PRESIDENT/BROKER SINCE 1/1992, 2 HOURS/WEEK, REFERRALS, REAL ESTATE BROKERAGE & APPRAISALS. 3). VOORTEX DESIGNS, LLC, NON-INVESTEMENT RELATED, RESIDENTIAL ADDRESS, EVENT PLANNING AND DESIGN 4). VOORTEX PRODUCTIONS, LLC/VOORTEX JAZZ AND BLUES (DBA), NON INVESTMENT RELATED, RESIDENTIAL ADDRESS, NON TRADING HOURS, BAND AND ORCHESTRA PERFORMER 5). Advanced Insurance Strategies, Investment Related, 370 Ardussi Street, Frankenmuth, MI 48734, Insurance Sales and Consulting, Owner/Agent, Start Date 06/2026, 40 Hours per month, 20 Hours per month during trading hours. 6) IGNITE THE ARTS FOUNDATION, NON-INVESTMENT RELATED, 7031 ORCHARD LAKE ROAD, SUITE 302, w. BLOOMFIELD, MI 48322, NON PROFIT CORPORATION, SUPPORT DEVELOPMENT OF ARTS, BOARD OF DIRECTORS MEMBER, START DATE 10/09/2024, 1 HOUR PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS, PROVIDE INFORMATION, GUIDANCE ON DEVELOPMENT OF PROGRAMS FOR NON PROFIT ORGANIZATION FOR DEVELOPMENT OF ARTS PROGRAM IN STATE OF MICHIGAN.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-12-01 |
Reach out to this advisor