BELMONT PRIVATE WEALTH

BELMONT PRIVATE WEALTH is an SEC-registered investment adviser (CRD 331436). Regulatory assets under management: $192.1M.

Registration

• CRD: 331436
• SEC file number: 801-130561
• Type: Registered investment adviser
• Phone: 314-566-9887
• Latest filing: 2026-01-16
• Regulatory AUM: $192.1M
• Discretionary AUM: $192.1M
• Clients: 3
• Accounts: 142

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331436 on SEC IAPD (source of record)
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