Belmont Private Wealth
● SEC registered since 2024CRD 331436SEC# 801-130561Chesterfield, MO
Reg. AUM
$192.1M
Employees
3
Accounts
142
Location
Chesterfield, MO
About Belmont Private Wealth
Belmont Private Wealth advises entrepreneurs and their families on planning, disciplined investing, and legacy protection. The practice integrates investment management and financial planning so business owners can balance company success with personal financial wellbeing.
Summary based on the firm’s website.
Belmont Private Wealth assets under management
Belmont Private Wealth is an SEC-registered investment adviser based in Chesterfield, MO. The firm has been registered since 2024. It reports $192.1 million in regulatory assets under management and employs 3 people.
Belmont Private Wealth owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| James F Pieper Control | Partner, Co-Founder, And Cco | 50-75% | 2024 |
| John Joseph Rhodes Control | Partner, Co-Founder | 50-75% | 2024 |
Frequently asked questions
How much does Belmont Private Wealth manage?
Belmont Private Wealth reports $192.1 million in regulatory assets under management on its Form ADV.
How many employees does Belmont Private Wealth have?
Belmont Private Wealth reports 3 employees.
Where is Belmont Private Wealth located?
Belmont Private Wealth is based in Chesterfield, MO and has been SEC-registered since 2024.
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
| Address | 100 Chesterfield Business Parkway, Suite 200, Chesterfield, MO 63005 |
| Phone | 314-566-9887 |
| Office hours | By Appointment Only |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$192.1M▲ 37%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$192.1Mregulatory AUM
Discretionary $192.1M