Harrison Taylor Wallace
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.
- Belpointe Asset Management, LLCAug 2021 to now
- A&w Investment LLCDec 2018 to now
- Beyer & Rock Advisory Group, LLCJan 2020 to Jun 2020
- Crunchboard Io LLCMar 2018 to Jul 2021
- Redbrook Management LLCMay 2016 to Jan 2020
- Peakridge Partners LLCMay 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
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
- 7215932
- Firm CRD
- 143440