Dee House
Investment adviser representative at Belpointe Asset Management LLC
44 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
44 years in the industry.
- Belpointe Asset Management LLCJan 2025 to now
- Financial NetworkApr 1992 to now
- Dee House and CompanyJul 1982 to now
- Axxcess Wealth Management LLCOct 2023 to Jan 2025
- Securities America Advisors, Inc.Apr 2014 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 2290449
- Firm CRD
- 143440