RIA Intelligence

BELVEDERE WEALTH ADVISORS LLC

CRD #298719 SEC #801-114297 MIAMI, FL 786-212-1032
SEC Registered
Total AUM
$20.4M
Discretionary
$0
Employees
1
Clients
0
Accounts
18

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 30, 2020
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
LAGE, JULIO, CESARIPRESIDENT/CEO/CCONA Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control
BELVEDERE CAPITAL HOLDINGS, LLCDEOWNERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control
LAGE, JULIO, CESARIBELVEDERE CAPITAL HOLDINGS, LLCE Control

Registrations

Federal

IA
Jun 30, 2020 REGISTERED

Notice Filings (1)

FL

Address

1395 BRICKELL AVENUE
SUITE 670
MIAMI, FL 33149
United States
Phone: 786-212-1032