Belpointe Asset Management
Belpointe Asset Management is a privately held, SEC-registered investment advisor that delivers investment management and wealth planning services to individual investors, institutional clients, and a network of independent financial advisors across the United States.
- Company typePrivate
- Founded2007
- HeadquartersReno, United States
- Headcount51–100
- GTM typeB2B and B2C
- OfferingServices
What Belpointe Asset Management does
Belpointe Asset Management is a privately held, SEC-registered investment advisor (RIA) founded in 2007 by Gregory Skidmore and Brandon Lacoff and headquartered in Reno, Nevada (with a Connecticut presence). The firm delivers investment management and wealth planning services through a network of financial advisors who serve three target segments: individual investors, a collaborative community of independent financial advisors, and institutional clients (corporations, private trusts, nonprofits, pension plans, and private funds). The technology stack is described in marketing terms as a "RIA platform," with no proprietary features, APIs, SDKs, or AI/ML capabilities disclosed; service delivery is fundamentally people-mediated through signed Investment Advisory Agreements.
Belpointe Asset Management firmographics
Firmographics- Name
- Belpointe Asset Management
- Legal name
- Belpointe Asset Management, LLC
- Website
- https://belpointeasset.com
- Company type
- Private
- Founded year
- 2007
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Belpointe Asset Management is a privately held, SEC-registered investment advisor that delivers investment management and wealth planning services to individual investors, institutional clients, and a network of independent financial advisors across the United States.
- Ownership category
- akta.pro rank
Belpointe Asset Management industry classification
Industry- Product category
- Wealth Management & Investment Advisory
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
Keywords
Where Belpointe Asset Management is headquartered
LocationHeadquarters
- HQ city
- Reno
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Belpointe Asset Management business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Revenue model
- Investment Advisory Services: Fees charged for investment management services including global, domestic, international, and emerging market investment strategies. Advisors provide asset allocation methodologies and access to experienced managers.
- Wealth Planning Services: Dynamic wealth planning services including investment management coordination, tax planning, estate preservation, cash flow management, risk management, and retirement planning.
- Additional Services: Facilitated services including insurance solutions, small business retirement plans, family office formation and servicing, public and private fund administration, corporate consulting, and M&A support through collaborative partners.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels4 records
Belpointe Asset Management product offering
Product offeringCore offering
Belpointe Asset Management is a Registered Investment Advisor that delivers investment management and wealth planning services through a select network of financial advisors. Its services span global, domestic, international, and emerging market strategies combined with coordinated tax, estate, cash flow, risk, and retirement planning for individuals, advisors, and institutional clients. Supplementary services including insurance, retirement plans, family office formation, fund administration, and M&A support are facilitated through partner ecosystems.
Product overview
Belpointe Asset Management is a Registered Investment Advisor (RIA) firm offering a suite of wealth management services. At its core, the firm provides two primary services: Investment Management (covering global, domestic, international, and emerging market strategies via asset allocation methodologies) and Wealth Planning (encompassing tax planning, estate preservation, cash flow management, risk management, and retirement planning). Beyond these core offerings, additional services are facilitated through the Belpointe ecosystem and collaborative partners, including insurance solutions, small business retirement plans, family office formation and servicing, public and private fund administration, and corporate consulting/M&A. The firm serves three client segments: Individuals (through select financial advisors), Advisors (a collaborative community with tools and support), and Institutions (corporations, private trusts, nonprofits, pension plans, and private funds). Belpointe Wealth Management is a division of Belpointe Asset Management, LLC.
Differentiator
Problem solved
Functional benefit
Products and services
- Investment Management Provides investors with access to global, domestic, international, and emerging market investment strategies, used individually or aggregated through asset allocation methodologies, delivered by Belpointe advisors with support from experienced managers and global experts.
- Wealth Planning Dynamic wealth planning delivered to clients regardless of type or life stage, coordinating investment management with tax planning, estate preservation, cash flow management, risk management, and retirement planning.
- Insurance Solutions Insurance solutions for individuals and corporations facilitated through the Belpointe ecosystem and collaborative partners.
- Small Business Retirement Plans Formation and servicing of small business retirement plans facilitated through the Belpointe ecosystem.
- Family Office Services Formation and servicing of family offices facilitated through the Belpointe ecosystem and collaborative partners.
- Public and Private Fund Administration Startup and administration of public and private funds facilitated through the Belpointe ecosystem.
- Corporate Consulting and M&A Support Corporate consulting and merger and acquisition services facilitated through the Belpointe ecosystem and collaborative partners.
Companies that use Belpointe Asset Management
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Belpointe Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Belpointe Asset Management partnerships and signals
Strategic signalScale indicators5 records
Recent moves6 records
Expansion highlights5 records
Belpointe Asset Management competitors and assessment
Company assessmentDirect peers
- Creative Planning: Large RIA firm offering comprehensive investment management, wealth planning, family office services, and institutional advisory—directly comparable to Belpointe across all three client segments (individuals, advisors, institutions). Like Belpointe, it is independently owned and recognized among top RIAs by industry rankings.
- Mariner Wealth Advisors: Mid-to-large RIA serving individuals, families, and institutions with investment advisory, wealth planning, family office, retirement plan, and tax services—directly comparable multi-service RIA model with similar advisor-community support infrastructure.
- Mercer Advisors: National RIA providing investment advisory and wealth planning to individuals and institutions, with focus on comprehensive planning and institutional consulting—a closely comparable model to Belpointe's service stack across wealth planning, retirement, and institutional segments.
- Focus Financial Partners: Partnership model RIA platform supporting independent advisor firms with compliance, technology, and back-office infrastructure—closely comparable to Belpointe's collaborative advisor-community approach with shared infrastructure for transitioning advisors.
- Buckingham Strategic Wealth: Mid-sized RIA providing wealth planning, investment management, and tax services to individuals and institutions—directly comparable service model with similar emphasis on comprehensive planning and advisor-firm support infrastructure.
- Carson Group: RIA supporting independent financial advisors with technology, coaching, and back-office infrastructure—highly comparable to Belpointe's advisor-community GTM motion where the firm provides tools, training, and collaboration for independent advisors.
- Hightower Advisors: RIA platform serving high-net-worth individuals, families, and institutions with wealth planning and institutional consulting—comparable full-service RIA model with similar advisor-affiliation structure and cross-segment client focus.
Broad incumbents
- Fisher Investments: Large established investment management firm serving institutional and high-net-worth clients—comparable as a broader incumbent in the RIA/investment advisory space with significantly larger scale than Belpointe.
- LPL Financial: Largest independent broker-dealer and RIA custodian supporting thousands of financial advisors—comparable as a broad incumbent in the advisor-support infrastructure space where Belpointe competes for transitioning advisors via Protocol for Broker Recruiting.
- Edward Jones: Large national investment advisory and wealth management firm serving individuals and small institutions—broad incumbent comparable to Belpointe at the individual investor and retirement planning tiers, with much larger scale and geographic reach.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks5 records
Key highlights6 records
Customer concentration
Belpointe Asset Management social profiles
Digital presenceBelpointe Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Belpointe Asset Management leadership team
Management profileNumber of profiles
Profiles8 records
Belpointe Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Belpointe Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Belpointe Asset Management
What does Belpointe Asset Management do?
Belpointe Asset Management is a Registered Investment Advisor that delivers investment management and wealth planning services through a select network of financial advisors. Its services span global, domestic, international, and emerging market strategies combined with coordinated tax, estate, cash flow, risk, and retirement planning for individuals, advisors, and institutional clients. Supplementary services including insurance, retirement plans, family office formation, fund administration, and M&A support are facilitated through partner ecosystems.
Is Belpointe Asset Management a public or private company?
Belpointe Asset Management is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Belpointe Asset Management founded?
Belpointe Asset Management was founded in 2007. It employs 51 to 100 people.
Where is Belpointe Asset Management based?
Belpointe Asset Management is headquartered in Reno, United States, in the North America region.
How does Belpointe Asset Management make money?
Three revenue lines are on record. Investment Advisory Services are the primary driver. The others are wealth Planning Services and additional Services.
Who are Belpointe Asset Management's main competitors?
Direct peers on record are Creative Planning, Mariner Wealth Advisors, Mercer Advisors, Focus Financial Partners, Buckingham Strategic Wealth, Carson Group and Hightower Advisors. Broad incumbents are Fisher Investments, LPL Financial and Edward Jones.
Does Belpointe Asset Management have an API?
No public API is recorded for Belpointe Asset Management.
What industry is Belpointe Asset Management in?
Belpointe Asset Management's product category is Wealth Management & Investment Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 52394 and its SIC code is 6282.