Tobin F Walters
Investment adviser representative at Belpointe Asset Management LLC
11 yearsExperience
1 stateRegistered in
CFP® certification, CFADesignations
$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
11 years in the industry.
- Belpointe Asset Management, LLCAug 2025 to now
- Opus Wealth ManagementAug 2025 to now
- Altfest Personal Wealth ManagementFeb 2023 to Aug 2025
- First Pacific Financial (formerly Ramsey & Associates Inc)Mar 2021 to Nov 2022
- Equitable Value, LLCNov 2018 to Mar 2021
- Dst Systems, Inc.Nov 2015 to Nov 2018
Designations
- CFP® certification
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7357417
- Firm CRD
- 143440