Thomas M Formhals

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
NC	RA	APPROVED	2017-08-11

NC RA
APPROVED

Since 2017-08-11

Branch Locations

Fuguay Varina, NC • United States

500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • 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
Belpointe Asset Management Llc	Reno	NV	01/2016	Present

01/2016 → Present

Belpointe Asset Management Llc

Reno, NV

Previous Registrations

2012-08-06 → 2016-01-27

Tuttle Wealth Management, Llc

Oak Hill, VA
2014-12-17 → 2015-08-03

Tuttle Capital Management, Llc

Fairfax, VA

Riverside, CT
2012-01-04 → 2012-07-31

Trustmont Advisory Group, Inc.

Greensburg, PA

Other Businesses

The Patriot Financial Group, LLC (start 07/2015) and Furquay Financial Planning (start date 2017), Investment related, same address as branch, DBA name for investment advisory and financial planning business, most hours during trading hours, owner.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2010-01-27

S66 Uniform Combined State Law Examination

2010-01-27

Other Names

Tom Formhals

View on SEC IAPD