SourcingSourcing

BELPOINTE ASSET MANAGEMENT LLC

C23
CRD 143440·SEC 801-69329·RENO, NV
AUM
$7.58B
$1B+
Est. Revenue
$75.8M
@ 1% on AUM
Est. EBITDA
$22.7M
@ 30% margin
Est. Deal Value
$181.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELPOINTE ASSET MANAGEMENT LLC
CRD
143440
SEC file #
801-69329
EIN
455616101
DBA names
Advanced Planning StrategiesZimmerer & Tecle Private Wealth Management, LlcYatra Wealth DesignWilcox Financial Services

Economics

AUM
$7.58B
AUM band
$1B+
AUM trajectory
'20'26
$1.32B → $7.58B▲ +474%
Client mix
Individuals Other6,000
Individuals High Net Worth1,321
Pension Profit Sharing Plans168
Corporations92
Charitable Organizations20

Operations

Employees (total)
236
Advisory staff (per ADV)
151
Advisory staff (5-yr trend)
'20'26
92 advisors → 151 advisors▲ +64%
Primary office
RENO NV
Branches
Count176

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/26/2026
ADV-W filed at
—
Website
belpointe.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BELPOINTE FINANCIAL HOLDINGS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
BELPOINTE FINANCIAL HOLDINGS, LLC
SKIDMORE, GREGORY, HASBROUCK
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BELPOINTE.COM
Rdap Domain Creation Date
2011-03-08T04:51:02Z
Rdap Firm Age Years
15
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
117,120
Form 5500 Compensation Trajectory 3y
2025117,120
Form 5500 Plan Count Trajectory 3y
20256
Schedule C Total Compensation
117,120
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001581641
Edgar Registered
Yes
Edgar Filing Count
53
Edgar First Filing Date
2014-05-12
Edgar Last Filing Date
2026-05-04
Edgar 13f Count
51
Edgar 13f Latest AUM Estimate
Filing Date2026-05-04
Accession0001941040-26-000292
Edgar Former Names
Tuttle Tactical Management
Tuttle Tactical Management LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
1
Bc Firm Active IA Count
50
Bc Firm IAR Count
50
Custodian Candidates
Full
Charles Schwab6
Fidelity4
E*trade4
Edgar Addresses
Mailing
155 LOCKWOOD ROADRIVERSIDE, CT 06878
Business
155 LOCKWOOD ROADRIVERSIDE, CT 06878
Edgar EIN
455616101
Edgar Recent Filings
13F-HR2026-05-04 · 0001941040-26-000292
13F-HR2026-01-08 · 0001581641-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-03-08T04:51:02Z
Rdap Domain Last Changed
2024-01-24T18:16:30Z
Rdap Nameservers
Ns-1329.awsdns-38.orgNs-1590.awsdns-06.co.ukNs-208.awsdns-26.comNs-640.awsdns-16.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (54)

54
GREGORY HASBROUCK SKIDMORE
Direct Owner · 37.5%
4709360
STIRTON, SHANE, ROY
Direct Owner · 37.5%
7329636
VINCETTI, BELENA, GAY
IAR · Executive Officer · 2.5%
5207515
Ballard, Carla, Marie
Executive Officer · 2.5%
8153073
CARPINELLA, ELIZABETH, MORROW
Executive Officer · 2.5%
7401595
LOIC LE MENER
IAR
4326760
TERRY MARVIN RABE
IAR
4020171
Simon Theberge
IAR
7874667
Mark L Tremblay
IAR
7232898
COLLEEN MARIE GIFFIN
IAR
4649420
JOHN RONALD MASCIANDARO
IAR
6179912
RYAN ANTHONY ROWE
IAR
6369816
Anthony Michael Cardenas
IAR
6747261
Katherine M Clausen
IAR
6747933
DANA LARRY CROSBY
IAR
2314538
ERIC LEE LEIBOWITZ
IAR
1711752
GARY GENE WARD
IAR
1693703
PETER THOMAS BARCIA
IAR
1016955
DAVID CHARLES NELSON
IAR
2173106
WILLIAM RAYMOND WHITE
IAR
2562521
Glennon Connor Donohue
IAR
6943890
MICHAEL WILLIAM BEST
IAR
5955223
DAVID NATHAN ROBERT MORGAN
IAR
6541803
WILLIAM SCOTT WILSON
IAR
2867308
HOWARD AZER
IAR
4652426
Karen Sullivan
IAR
7668581
Harrison Taylor Wallace
IAR
7215932
LAWRENCE ARDLEY HART
IAR
2103967
Todd M Blazei
IAR
7284129
SARAH NICOLE CARR
IAR
3252000
Nicolas John Andriotis
IAR
7631305
RICK MELVIN STEIN
IAR
2649401
William Robert Beseke
IAR
7685190
Jason Daniel Niccolai
IAR
8165470
NATHAN CALEB LEWIS
IAR
5005338
Alexander Jay Milton
IAR
7870959
JAMES JOSEPH DI GESU
IAR
2295344
Diana Elizabeth Hunter
IAR
6186947
DEE HOUSE
IAR
2290449
Lisa Semmes Elkins
IAR
6087501
PEDRO ALFREDO RAMIREZ
IAR
5450543
THOMAS JOSEPH CASEY
IAR
1330365
Nicholas Joel Bravo
IAR
7919188
MARK ALAN VANVOORHEES
IAR
2556390
Nicholas Alan Stephan
IAR
6632772
Nicholas Rioux
IAR
8028325
William Matt
IAR
8189729
THOMAS M FORMHALS
IAR
5725333
JOHN GODFREY LAUROESCH
IAR
846612
DANIEL KENNETH SMITH
IAR
5907708
ROBERT GRADY THOMPSON
IAR
5818939
VINCENT WILLIAM PERNA
IAR
5279236
CHARLES JOHN ZIMMERER
IAR
5969563
RENAE J LINDBERG
IAR
7192625