Patricia L Stewart
Investment adviser representative at Belpointe Asset Management LLC
12 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
12 years in the industry.
- Belpointe Asset Management LLCDec 2024 to now
- Axxcess Wealth Management, LLC dba Asset Preservation StrategiesMar 2023 to Dec 2024
- Axxcess Wealth Management, LLC dba Alta Private WealthAug 2022 to Feb 2023
- American River CollegeJan 2022 to Dec 2022
- JPMorgan Chase Bank, N.AJul 2015 to May 2022
- J.P. Morgan Securities LLCOct 2012 to May 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5755700
- Firm CRD
- 143440