Gary Gene Ward
Investment adviser representative at Belpointe Asset Management LLC
27 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
27 years in the industry.
- Belpointe Asset Management, LLCJun 2017 to now
- Belpointe Insurance, LLCJun 2017 to Dec 2023
- Northwest Wealth Management, LLCMay 2017 to Jun 2017
- Voya Financial Advisors, Inc.Mar 1995 to May 2017
- Sole ProprietorApr 1990 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (OK).
Belpointe Asset Management LLC
$7.6BAssets managed
7,604Clients
171Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1693703
- Firm CRD
- 143440