Rancho Mirage, CA 750 Rancho Las Palmas Drive Office

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.