BELMONT PRIVATE WEALTH
SEC RegisteredAdvisors for the Entrepreneur
About the firm
Belmont Private Wealth serves business owners and their families by integrating investment management and financial planning. The firm was founded on a promise to deliver value with purity of intent, meaning without any agenda or interest other than the client's. They collaborate with clients' existing professionals or connect them with carefully selected professionals to manage personal finances proactively.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management and financial planning, including building a financial planning framework, developing a prudent and disciplined investment approach, and protecting legacy for future generations. The firm also collaborates with clients' current professionals or connects them with carefully selected professionals.
Who they serve
Business owners (entrepreneurs) and their families
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 29 | $192M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $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 and Above | 0.40% |
Data as of January 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. BELMONT PRIVATE WEALTH 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 the SEC or FINRA websites before making any decision.
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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