David Nathan robert Morgan
Investment adviser representative at Belpointe Asset Management LLC
23 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
23 years in the industry.
- Belpointe Asset Management LLCJan 2025 to now
- Dave Morgan Cpa, Inc.Jan 2003 to now
- Axxcess Wealth Management, LLCAug 2023 to Jan 2025
- Onyx Bridge Wealth Group LLCJan 2021 to Nov 2021
- Elite Investment Team LLCJun 2020 to Jan 2021
- Securities America Advisors, Inc.Aug 2015 to Dec 2016
Exams passed
No exams in this record.
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
- 6541803
- Firm CRD
- 143440