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Belmont Private Wealth

● SEC registered since 2024CRD 331436SEC# 801-130561
Export (members)
Reg. AUM
$140.1M
Employees
3
Accounts
137
Location

Belmont Private Wealth assets under management

Belmont Private Wealth is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $140.1 million in regulatory assets under management and employs 3 people.

Belmont Private Wealth owners & executives

2 reported
NameTitleOwnershipSince
James F Pieper ControlPartner, Co-Founder, And Cco50-75%2024
John Joseph Rhodes ControlPartner, Co-Founder50-75%2024

Frequently asked questions

How much does Belmont Private Wealth manage?

Belmont Private Wealth reports $140.1 million in regulatory assets under management on its Form ADV.

How many employees does Belmont Private Wealth have?

Belmont Private Wealth reports 3 employees.

Does Belmont Private Wealth disclose fund performance?

Belmont Private Wealth is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone314-566-9887
Office hoursBy Appointment Only
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$140.1M
Non-discretionary$0
Total (RAUM)$140.1M