John Thomas Dwyer
Investment adviser representative at Belpointe Asset Management LLC
14 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
14 years in the industry.
- Diable Valley InsuranceOct 2021 to now
- Belpointe Asset Management, LLCSep 2018 to now
- Belpointe Insurance, LLCSep 2018 to now
- Lynx Capital, LllcOct 2016 to Sep 2018
- Fairway Financial LLCFeb 2016 to Sep 2018
- StonecastleSep 2014 to Aug 2021
- IntegroMay 2012 to Oct 2021
Exams passed
- Series 66 · Uniform Combined State Law1999
- Series 63 · Uniform Securities Agent State Law2017
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
- 3126481
- Firm CRD
- 143440