Angelica Vukobratovich
Investment adviser representative at Belpointe Asset Management LLC
21 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
21 years in the industry.
- Belpointe Asset Management, LLCApr 2025 to now
- Afin Family Wealth ManagementApr 2021 to now
- Cetera Invesetment Services LLCMar 2020 to Apr 2025
- Cetera Investment Advisers LLCMar 2020 to Apr 2025
- Marquette BankMar 2020 to Apr 2021
- Fifth Third BankMay 2019 to Mar 2020
- Fifth Third SecuritiesMay 2019 to Mar 2020
- Cetera Investment Advisers LLCMay 2014 to May 2019
- Cetera Investment ServicesDec 2011 to May 2019
- Mb Financial BankMay 2005 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 3170151
- Firm CRD
- 143440