Thomas F. Wozniak
Investment adviser representative at Belpointe Asset Management LLC
11 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
11 years in the industry.
- D.H. Hill Securities, LllpMar 2023 to now
- Belpointe Asset Management, LLCSep 2022 to now
- Freedom Wealth AllianceFeb 2022 to Sep 2022
- Sagepoint Financial, Inc.Jan 2018 to Feb 2022
- MML Investors Services, LLCMar 2017 to Jan 2018
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Jan 2018
- Metlife Securities Inc.Jan 2015 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
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
- 4775595
- Firm CRD
- 143440