Belvedere Wealth Advisors LLC
Belvedere Wealth Advisors LLC is an SEC-registered wealth manager with $20.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Belvedere Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298719, data through 2020-08-05.
- AUM (assets under management / regulatory AUM)
- $20.4M (2020-08-05)
- Firm type
- Wealth Manager
- Employees
- 18
- Clients
- 18
- CRD
- 298719
- Ownership
- BELVEDERE CAPITAL HOLDINGS, LLC; LAGE, JULIO, CESAR
How much AUM does Belvedere Wealth Advisors LLC have?
Belvedere Wealth Advisors LLC reported $20.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2020-08-05).
Who owns Belvedere Wealth Advisors LLC?
Disclosed owners and executives of Belvedere Wealth Advisors LLC include BELVEDERE CAPITAL HOLDINGS, LLC, LAGE, JULIO, CESAR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.