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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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2019-12-03 |
Branch Locations
500 Damonte Ranch Parkway Building 700, Unit 700, Reno, NV 89521 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Glen Eagle Advisors Llc | Kingston | NJ | 03/2015 | 11/2019 |
| Belpointe Asset Management, Llc | Reno | NV | 11/2019 | Present |
| J.o.y. Wealth Partners | Princeton | NJ | 11/2021 | 07/2023 |
Joywise, non-investment related, Princeton NJ 08540, Meditation teaching and coaching, Founder, Start Date 01/2026, 1-8 hours per month during trading hours, Clients of JOY and their family members may be offered health and wellness coaching services for a nominal fee.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-30 |
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