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Robert John Wright III

Investment Adviser Representative at Belpointe Asset Management LLC

Dallas, TXCRD #8282548Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Robert John Wright III is an investment adviser representative with Belpointe Asset Management LLC in Dallas, TX, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Texas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Texas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 1/17/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Belpointe Asset Management LLCCurrent
5/29/2026 – Dallas, TX

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Elligo Health Research
    Mar 2025 – Mar 2026Austin, TX
  2. Medix Staffing Solutions
    Mar 2024 – Dec 2024Oak Brook, IL
  3. Public Health Management Corporation
    Jan 2024 – Mar 2024Philadelphia, PA
  4. University of Rochester Medical Center
    Dec 2021 – Dec 2023Rochester, NY
  5. Unemployed
    Jan 2025 – Feb 2025Philadelphia, PA
  6. CVS Pharmacy
    Feb 2021 – Jun 2021Lebanon, NH
  7. Unemployed
    Jul 2021 – Nov 2021Rochester, NY
  8. NextCare Urgent Care
    Jul 2020 – Dec 2020Mesa, AZ
  9. Fieldworks
    Jun 2020 – Jul 2020Phoenix, AZ
  10. AmeriCorps
    Jul 2019 – Sep 2019Montpelier, VT
  11. Dartmouth College
    Sep 2014 – Jun 2019Hanover, NH
  12. Unemployed
    Oct 2019 – May 2020Hanover, NH
  13. Belpointe Asset Management, LLC
    May 2026 – no end date reportedReno, NV
  14. Opus Wealth Management
    May 2026 – no end date reportedDallas, TX

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Belpointe Asset Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other AdvisersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
169
Offices listed on AdvisorFinder:
23
Main office:
Reno, NV
SEC file number:
801-69329

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of May 13, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Robert John Wright III has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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