Amherst, NY Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Belpointe Asset Management LLC
Multi-team
Firm-wide stats for Belpointe Asset Management LLC
About
Belpointe Asset Management is a multi‑team registered investment adviser that provides discretionary investment management, financial planning, retirement‑plan consulting and related services to individuals (including high‑net‑worth clients), retirement plans, corporations, trusts and other investment advisers; the firm manages approximately $7.6 billion in client assets through a network of about 174 advisors and roughly 7,300 client relationships. As with many larger multi‑team firms, Belpointe commonly charges percentage‑of‑AUM fees and offers portfolio management and financial planning across individual and institutional accounts.
The firm emphasizes customized portfolios implemented by individual Advisors and combines passively managed, actively managed, tactically managed and blended strategies to meet client objectives; accounts are typically managed on a discretionary basis, and Belpointe uses model portfolios and co‑/sub‑advisory arrangements in some client relationships. Belpointe also sponsors a wrap fee program and routinely recommends third‑party managers (including Rareview Capital), a practice the Brochure discloses can produce layered fees when models use proprietary funds.
Belpointe’s Brochure highlights a notable affiliated ecosystem that is uncommon among peers: affiliated fund administration and advisory entities that advise proprietary ETFs and private funds (e.g., Collaborative Fund Services, Collaborative Fund Advisors, Fund Asset Managers), a listed vehicle (PREP/OZ) with affiliated manager compensation, sponsorship of a multiple‑employer retirement trust, and affiliated accounting, legal and insurance businesses that can provide services to clients. These intercompany relationships and the firm’s role in providing operational services to other advisers and sponsoring pooled vehicles are disclosed as material conflicts of interest the firm says it manages through disclosure, due diligence, monitoring and client opt‑out options.
Based on Belpointe Asset Management LLC
Expertise
Based on Belpointe Asset Management LLC
Location
200 John James Aubudon Pkwy, Suite 202
Amherst NY 14228
Advisors at this office
3
Advisors at this office
Jeredith N
Series 63
Amherst, NY
Belpointe Asset Management LLC
Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds a Series 63 designation and has worked at firms including Purshe Kaplan Sterling Investments and MassMutual. Outside of her advisory work, Nolan serves on the advisory board for Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets through about 174 advisors. The firm offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, utilizing a combination of passive, active, tactical, and blended investment strategies.
John D
Series 66
Amherst, NY
Belpointe Asset Management LLC
John D'andrea IV is a financial advisor with Belpointe Asset Management LLC, holding a Series 66 license and one year of industry experience. Prior to his advisory roles, he served 23 years in the U.S. Army. Outside of financial services, he owns and operates two e-commerce retail businesses. Belpointe Asset Management is a multi-team registered investment adviser managing approximately $7.6 billion in client assets across about 174 advisors. The firm provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, retirement plans, corporations, trusts, and other advisers, using a combination of passive, active, tactical, and blended strategies tailored to client objectives.
Nicholas M
Series 63
Amherst, NY
Belpointe Asset Management LLC
Nicholas Maloney is a financial advisor with Belpointe Asset Management LLC, holding a Series 63 designation and 13 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, MSI Financial Services Inc, and Purshe Kaplan Sterling Investments. Outside of advising, he is involved in fixed insurance sales focused on life insurance and fixed annuities. Belpointe Asset Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, trusts, and other advisers, managing approximately $7.6 billion in client assets. The firm offers discretionary investment management and financial planning, utilizing a blend of passive, active, and tactical strategies tailored by individual advisors.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)