Belpointe Asset Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Reno, NV. Its latest Form ADV filing, dated March 26, 2026, reports $7.6B in regulatory assets under management, 236 employees, 113 offices, and 18,990 accounts.
Assets Under Management
$7.6B
Employees
236
Offices
113 offices
Total Clients
7,604
Primary office
RENO, NV
500 DAMONTE RANCH PARKWAY, BUILDING 700, UNIT 700, RENO, NV, United States
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
6,000
2
HNWI
17.4%
1,321
3
Pension Plans
2.2%
168
4
Corporations
1.2%
92
5
Charitable
0.3%
20
Additional categories (<0.1%)
Other Advisers<5 clients
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.6Bas of March 26, 2026
Discretionary100.0%
$7.6B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.6B
Total Accounts18,990
10Y AUM Change+$7.0B (+1117.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees236
Clients per Employee32:1
10Y Employee Change+173 (+274.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.