Dallas, TX 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 with more than 160 advisors and manages over $7.5 billion for several thousand clients. The firm provides discretionary investment management, financial planning, and retirement‑plan consulting to individuals (including high‑net‑worth clients), corporations, trusts and other investment advisers.
Belpointe implements customized portfolios through advisor‑specific styles, model portfolios, and co‑ or sub‑advisory relationships with third‑party managers, and it commonly exercises discretionary trading authority for client accounts. The firm also offers a wrap‑fee program and at times integrates proprietary and affiliate‑advised public and private funds into client models, a practice that can produce layered fees when third‑party models (e.g., Rareview) use affiliated funds.
Belpointe’s organizational structure includes several features that are uncommon among peers: it sponsors and provides administrative services to affiliated funds, serves as a service and technology provider to other advisers (including back‑office support and loans), and sponsors a multiple‑employer retirement trust; it also sponsors real‑estate vehicles (including a publicly traded REIT vehicle and single‑purpose SPVs) and is affiliated with legal entities that pursue securities claims. These affiliated relationships can create potential conflicts of interest, which the firm discloses and says it addresses through due diligence, disclosure practices and client opt‑out mechanisms.
Based on Belpointe Asset Management LLC
Expertise
Based on Belpointe Asset Management LLC
Location
5301 Alpha Rd, Suite 80
Dallas TX 75240
Advisors at this office
2
Advisors at this office
Loic L
CFP®, Series 63, Series 65
Dallas, TX
Belpointe Asset Management LLC
Loic Le Mener is a CFP® with 24 years of industry experience, currently serving at Belpointe Asset Management LLC since 2020. He has prior experience with Lincoln National Life and Lincoln Financial Advisors Corporation, where he worked for 16 years, and has been associated with Opus Wealth Management since 2015. Outside of his advisory role, he is involved with Fund Asset Managers, LLC as a portfolio manager for the Belpointe Tail Risk Fund. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, employing customized portfolios that utilize passive, active, tactical, and blended strategies tailored to client objectives and risk tolerance.
Robert W
Series 65
Dallas, TX
Belpointe Asset Management LLC
Robert Wright III is a financial advisor at Belpointe Asset Management LLC based in Dallas, TX. He holds a Series 65 credential and has one year of industry experience. His prior work includes positions at Opus Wealth Management and Elligo Health Research. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting through customized portfolios and co-advisory relationships, along with various proprietary and affiliate fund options.
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”)