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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 |
|---|---|---|---|
| MA | RA | APPROVED | 2024-03-05 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis | MA | 06/2019 | 03/2022 |
| Bank Of America, N.A. | Hyannis | MA | 06/2019 | 03/2022 |
| Rapoza Landscape | East Falmouth | MA | 05/2018 | 06/2019 |
| Unemployed | Sandwich | MA | 01/2018 | 05/2018 |
| Schumacher Companies | East Bridgewater | MA | 07/2017 | 01/2018 |
| Heritage Museums And Gardens | Sandwich | MA | 06/2016 | 07/2017 |
| Ark Gardens D.B.A. Christopher R. Kolb | Sandwich | MA | 03/2008 | 06/2016 |
| Sesuit Landscaping | Dennis | MA | 03/2022 | 07/2022 |
| Brightview Landscapes | Dorchester | MA | 07/2022 | 01/2023 |
| Bj's Lawn Care & Landscaping | Sandwich | MA | 03/2023 | 04/2023 |
| Kolb Custom Land Services | Sandwich | MA | 04/2023 | Present |
Belpointe Asset Management, LLC, investment-related, 500 Damonte Ranch Pkwy, Bldg 700, Unit 700, Reno, NV 89521, retail RIA, start 02/2024, solicitor/promoter.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-11 |
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