John E. Witczak
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, LLCSep 2022 to now
- D.H. Hill Securities, LllpSep 2022 to now
- LPL Financial LLCFeb 2022 to now
- Freedom Wealth AllianceFeb 2022 to Sep 2022
- Sagepoint FinancialFeb 2018 to Feb 2022
- MML Investors Services, LLCMar 2017 to Feb 2018
- Metlife Securities, Inc.Dec 2001 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 4481465
- Firm CRD
- 143440