Nathan Caleb Lewis
Investment adviser representative at Belpointe Asset Management LLC
12 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
12 years in the industry.
- Belpointe Asset Management, LLCAug 2018 to now
- Triad Advisors, Inc.Nov 2016 to Aug 2018
- Research Financial StrategiesMay 2014 to Nov 2016
- Reutemann Financial Solutions, Inc.May 2014 to Nov 2016
- Purshe Kaplan Sterling InvestmentsApr 2014 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
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
- 5005338
- Firm CRD
- 143440