Belmont Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Belmont Private Wealth serves individual and high-net-worth clients and provides discretionary wealth management alongside comprehensive financial planning. The firm manages $192,130,228 in discretionary assets (as of December 31, 2025) and advises on investments including stocks, bonds, mutual funds, ETFs, municipal securities and cash equivalents.
The firm’s stated investment approach emphasizes asset allocation and Modern Portfolio Theory, with a preference for passive investment management using index mutual funds and ETFs and periodic rebalancing to maintain target allocations. Belmont accepts limited discretionary trading authority via a signed power of attorney and monitors accounts quarterly while incorporating client-imposed restrictions where reasonable.
Noteworthy features include a small client roster (29 clients) served by three advisors, producing a relatively large average account size and indicating a more concentrated, relationship-driven practice. Belmont is a fee-only adviser established in 2024 that includes ongoing financial planning at no additional charge with wealth management and requires client custody at either Schwab or Fidelity, a custody requirement the firm discloses may affect execution and is mitigated by platform services from those custodians.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001 - $6,000,000: 0.70% $6,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.50% $25,000,001+: 0.40%
Fee-only: Ongoing Financial Planning included at no additional cost with Wealth Management services
Main office
100 Chesterfield Business Parkway, Suite 200
Chesterfield MO 63005
Advisors at this office
3
Most active in
Florida · Missouri · North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Bradley B
Series 63, Series 65, Series 66
Chesterfield, MO
Belmont Private Wealth
Bradley Bishop is a financial advisor at Belmont Private Wealth with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 designations. His prior roles include positions at Namtaf Advisors, Matter Family Office, Merrill, and TIAA-CREF Trust Company. Belmont Private Wealth serves individual and high-net-worth clients, providing discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment strategies with periodic rebalancing to maintain target allocations.
James P
CFP®, Series 65
Chesterfield, MO
Belmont Private Wealth
James Pieper is a CFP® and holds a Series 65 license with four years of industry experience. He is currently with Belmont Private Wealth and has prior experience at Krilogy Financial, Moneta Group, Swiss Re, Tradebot Systems, and the University of Missouri Kansas City. Belmont Private Wealth serves individual and high-net-worth clients by providing discretionary wealth management and comprehensive financial planning. The firm emphasizes asset allocation and Modern Portfolio Theory, favoring passive investment strategies with index funds and ETFs, and manages accounts with a focus on maintaining target allocations through periodic rebalancing.
John R
CFP®
Chesterfield, MO
Belmont Private Wealth
John Rhodes is a CFP® professional with five years of industry experience. He is currently with Belmont Private Wealth and previously worked with Krilogy Financial and Moneta Group Investment Advisors. Belmont Private Wealth serves individual and high-net-worth clients, offering discretionary wealth management and comprehensive financial planning. The firm focuses on asset allocation and Modern Portfolio Theory, favoring passive investment strategies using index mutual funds and ETFs.
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