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BELMONT PRIVATE WEALTH
CRD 331436 · SEC 801-130561
NC, United States
Phone
314-566-9887
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.1M
Discretionary AUM
$192.1M
Team
3 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $191.9M |
States served
NC, MO, FL
All web addresses on file
Official SEC filing: View on IAPD