Alec John Walsh
Investment adviser representative at Belpointe Asset Management LLC
10 yearsExperience
1 stateRegistered in
$7.6BFirm assets
18 yearsFirm in business
Are you Alec John Walsh? Claim your profile
Contact this firm
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
10 years in the industry.
- Belpointe Asset Management LLCMay 2026 to now
- Asset Preservation Strategies, Inc.Mar 2025 to now
- Sushi 101Nov 2023 to Apr 2024
- Banner Day Inc.Dec 2022 to Oct 2023
- Arizona State UniversitySep 2022 to May 2024
- Palimar CollegeSep 2020 to May 2022
- The Home DepotMar 2020 to Mar 2025
- San Pasqual High SchoolMay 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
- Series 65 · Uniform Investment Adviser Law2026
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
- 8275333
- Firm CRD
- 143440