Loic Le mener
Investment adviser representative at Belpointe Asset Management LLC
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$7.6BFirm assets
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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
22 years in the industry.
- Belpointe Asset Management LLCJul 2020 to now
- Opus Wealth ManagementJan 2015 to now
- Belpointe Insurance LLCJul 2020 to Apr 2023
- Lincoln Financial Advisors CorporationDec 2004 to Jul 2020
- Lincoln National LifeDec 2004 to Jul 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4326760
- Firm CRD
- 143440