Belmont Private Wealth
● SEC registered since 2024CRD 331436SEC# 801-130561
Reg. AUM
$192.1M
Employees
3
Accounts
142
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 $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.
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
| 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, monthlyJun '26
How this firm compares
Regulatory AUMTop 76%
Larger than 24% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$192.1Mregulatory AUM
Discretionary $192.1M