Scott Keith Mullen

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

• 10/2015 → 09/2017
  Avant Global, Llc
  Santa Barbara, CA
• 08/2017 → 03/2021
  National Wealth Partners, Llc
  Las Vegas, NV
• 03/2021 → Present
  Belpointe Asset Management, Llc
  Reno, NV

Previous Registrations

• 2021-03-29 → 2022-06-09
  Belpointe Asset Management Llc
  Reno, NV
  Rancho Mirage, CA
• 2017-09-05 → 2021-04-29
  National Wealth Partners Llc
  Las Vegas, NV
  Austin, TX
• 2015-05-14 → 2015-10-01
  Composition Wealth, Llc
  Los Angeles, CA
• 2014-05-07 → 2015-02-23
  Biltmore Family Office, Llc
  Westlake Village, CA
  Charlotte, NC
• 2011-06-17 → 2014-05-15
  Family Endowment Partners, Lp
  Los Angeles, CA

Other Businesses

TheMullen6 & Co.; investment-related; Rancho Mirage, CA; investment portfolio construction; instructor; start date 7/1/23; 10 hours per month; 4 hours during securities trading hours; teaching novice stock market investors how to build their own diversified ETF portfolios.

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-04-11
• S63 Uniform Securities Agent State Law Examination
  1988-03-04