RIA Intelligence

BELPOINTE ASSET MANAGEMENT LLC

CRD #143440 SEC #801-69329 RENO, NV 2036293300
SEC Registered
Total AUM
$6B
Discretionary
$6B
Employees
236
Clients
101
Accounts
14,788

AUM Over Time

DateOct 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees236
Clients109
DateSep 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees236
Clients109
DateAug 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees236
Clients109
DateJul 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees236
Clients109
DateMar 2025
Total AUM$6B
Discretionary$6B
Non-Disc.$0
Employees236
Clients109
DateSep 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees215
Clients109
DateMar 2024
Total AUM$4.3B
Discretionary$4.3B
Non-Disc.$0
Employees215
Clients109
DateFeb 2024
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees226
Clients162
DateSep 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees226
Clients162
DateMar 2023
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees226
Clients162
DateOct 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees212
Clients113
DateOct 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees212
Clients113
DateSep 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees212
Clients113
DateMar 2022
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees212
Clients113
DateAug 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees155
Clients59
DateJul 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees155
Clients59
DateJul 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees155
Clients59
DateApr 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees155
Clients59
DateMar 2021
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees155
Clients59
DateFeb 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees121
Clients0
DateJan 2021
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees121
Clients0
DateDec 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees121
Clients0
DateJul 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees117
Clients0
DateJul 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees117
Clients0
DateApr 2020
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees117
Clients0
DateJan 2020
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees97
Clients0
DateJul 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees97
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees97
Clients0
DateApr 2019
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees97
Clients0
DateJul 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees96
Clients0
DateApr 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees96
Clients0
DateMar 2018
Total AUM$1B
Discretionary$1B
Non-Disc.$3.2M
Employees96
Clients0
DateSep 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees86
Clients500
DateSep 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateAug 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateAug 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateJun 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateJun 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateApr 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateApr 2017
Total AUM$622.6M
Discretionary$621M
Non-Disc.$1.6M
Employees63
Clients500
DateNov 2016
Total AUM$300.1M
Discretionary$298.2M
Non-Disc.$1.9M
Employees33
Clients500
DateMay 2016
Total AUM$300.1M
Discretionary$298.2M
Non-Disc.$1.9M
Employees33
Clients500
DateApr 2016
Total AUM$300.1M
Discretionary$298.2M
Non-Disc.$1.9M
Employees33
Clients500
DateMar 2016
Total AUM$300.1M
Discretionary$298.2M
Non-Disc.$1.9M
Employees33
Clients500
DateMar 2016
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees28
Clients500
DateFeb 2016
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees28
Clients500
DateJan 2016
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees12
Clients500
DateDec 2015
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees12
Clients500
DateNov 2015
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees12
Clients500
DateNov 2015
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees12
Clients500
DateSep 2015
Total AUM$267.4M
Discretionary$265.6M
Non-Disc.$1.8M
Employees12
Clients500
DateApr 2015
Total AUM$297.6M
Discretionary$295.8M
Non-Disc.$1.8M
Employees12
Clients500
DateFeb 2015
Total AUM$199.2M
Discretionary$193.2M
Non-Disc.$5.9M
Employees14
Clients400
DateDec 2014
Total AUM$199.2M
Discretionary$193.2M
Non-Disc.$5.9M
Employees14
Clients400
DateDec 2014
Total AUM$199.2M
Discretionary$193.2M
Non-Disc.$5.9M
Employees14
Clients400
DateDec 2014
Total AUM$199.2M
Discretionary$193.2M
Non-Disc.$5.9M
Employees14
Clients400
DateJun 2014
Total AUM$199.2M
Discretionary$193.2M
Non-Disc.$5.9M
Employees14
Clients400
DateApr 2014
Total AUM$199.2M
Discretionary$193.2M
Non-Disc.$5.9M
Employees14
Clients400
DateDec 2013
Total AUM$197.7M
Discretionary$193.5M
Non-Disc.$4.2M
Employees14
Clients384
DateAug 2013
Total AUM$197.7M
Discretionary$193.5M
Non-Disc.$4.2M
Employees14
Clients384
DateApr 2013
Total AUM$197.7M
Discretionary$193.5M
Non-Disc.$4.2M
Employees14
Clients384
DateApr 2012
Total AUM$210.4M
Discretionary$204.6M
Non-Disc.$5.8M
Employees6
Clients375
DateMar 2012
Total AUM$210.4M
Discretionary$204.6M
Non-Disc.$5.8M
Employees6
Clients375
DateDec 2011
Total AUM$204.9M
Discretionary$196.4M
Non-Disc.$8.5M
Employees6
Clients200
DateJul 2011
Total AUM$82M
Discretionary$73.6M
Non-Disc.$8.5M
Employees10
Clients--
DateMay 2011
Total AUM$82M
Discretionary$73.6M
Non-Disc.$8.5M
Employees10
Clients--
DateMay 2011
Total AUM$82M
Discretionary$73.6M
Non-Disc.$8.5M
Employees10
Clients--
DateJan 2011
Total AUM$28.9M
Discretionary$22.7M
Non-Disc.$6.2M
Employees10
Clients--
DateMay 2010
Total AUM$28.9M
Discretionary$22.7M
Non-Disc.$6.2M
Employees10
Clients--
DateMay 2010
Total AUM$28.9M
Discretionary$22.7M
Non-Disc.$6.2M
Employees10
Clients--