Belpointe Asset Management LLC

Belpointe Asset Management LLC (CRD# 143440) is a financial advisory firm headquartered in Greenwich, CT. They manage $300,075,373 in 1,149 accounts and serve the financial needs of clients across 26 states (or territories).

By the Numbers
  • Total Assets Under Management
    300
    MILLION
  • Total Number of Accounts
    1,149
    ACCOUNTS
  • Average Account Value
    $261,162
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AZ, CA, CT, FL, GA, HI, KS, LA, MD, MI, MO, NC, NH, NJ, NV, NY, OH, OK, PA, PR, SC, TX, VA, VT, WI

Financial Advisors at Belpointe Asset Management LLC
Showing 1 - 10 of 28 top financial advisors.
1
Thomas M. Formhals
CRD#: 5725333
Fairfax, VA
96
Wealthminder
score

Thomas Formhals (CRD# 5725333) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Fairfax, VA and has over 7 years of experience in the finance industry. Thomas Formhals has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John G. Lauroesch
CRD#: 846612
8314 Comanche Court, Bethesda, MD 20817
96
Wealthminder
score

John Lauroesch (CRD# 846612) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Bethesda, MD and has over 37 years of experience in the finance industry.

3
David C. Nelson
CRD#: 2173106
125 Greenwich Ave, Greenwich, CT 06830
96
Wealthminder
score

David Nelson (CRD# 2173106) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 26 years of experience in the finance industry.

4
Philip C. Adams
CRD#: 3178067
Southbury, CT
93
Wealthminder
score

Philip Adams (CRD# 3178067) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Southbury, CT and has over 18 years of experience in the finance industry.

5
Alfreda D. Anderson
CRD#: 5760505
San Diego, CA
93
Wealthminder
score

Alfreda Anderson (CRD# 5760505) is an Investment Advisor Representative working at Belpointe Asset Management LLC in San Diego, CA and has over 8 years of experience in the finance industry.

6
Peter T. Barcia
CRD#: 1016955
125 Greenwich Ave, Greenwich, CT 06830
93
Wealthminder
score

Peter Barcia (CRD# 1016955) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Greenwich, CT and has over 14 years of experience in the finance industry.

7
David E. Hendershott
CRD#: 860966
620 Newport Center Drive, Suite 670, Newport Beach, CA 92660
93
Wealthminder
score

David Hendershott (CRD# 860966) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Newport Beach, CA and has over 37 years of experience in the finance industry.

8
Michael R. Hindman
CRD#: 1547811
Jacksonville, AL
93
Wealthminder
score

Michael Hindman (CRD# 1547811) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Jacksonville, AL and has over 10 years of experience in the finance industry.

9
Lee Huff
CRD#: 1493028
620 Newport Center Drive, Suite 670, Newport Beach, CA 92660
93
Wealthminder
score

Lee Huff (CRD# 1493028) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Newport Beach, CA and has over 17 years of experience in the finance industry.

10
John James
CRD#: 2703517
Mansfield, TX
93
Wealthminder
score

John James (CRD# 2703517) is an Investment Advisor Representative working at Belpointe Asset Management LLC in Mansfield, TX and has over 21 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.