Mandisa Renee Landry

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Belpointe Asset Management, Llc
  Reno, NV
• 09/2014 → 11/2016
  Wells Fargo Advisors, Llc,
  Charlotte, NC
• 10/2012 → 11/2022
  Wells Fargo Bank Na
  Charlotte, NC
• 11/2016 → 11/2022
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
• 12/2023 → 05/2026
  Purpose Comprehensive Wealth Management, Llc
  Matthews, NC
• 12/2022 → 11/2023
  Unemployed
  Matthews, NC

Previous Registrations

• 2023-12-15 → 2026-06-17
  Purpose Comprehensive Wealth Management, Llc
  Brookfield, WI
  Weddington, NC
• 2014-12-02 → 2022-12-12
  Wells Fargo Clearing Services, Llc
  Charlotte, NC
  Charlotte, NC

Other Businesses

INSURANCE AGENT- INVESTMENT RELATED-AT REPORTED BUSINESS LOCATION(S), INSURANCE SALES, AGENT, 2021, DEVOTES NOT MORE THAN 30% OF AGENTS TIME DURING WORKING HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS INSIGHTFUL COMPREHENSIVE WEALTH MANAGEMENT, INVESTMENT RELATED, MATTHEWS, NC, OWNER, 12/05/2023, DEVOTES 0 HOURS A MONTH TO THIS ACCTIVITY AND NO TIME DURING TRADING HOURS, TAX ENTITY FOR INVESTMENT REVENUES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-12-02
• S63 Uniform Securities Agent State Law Examination
  2014-11-10

Other Names

• Mandisa Renee Baker