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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-27-2024
- Office Locations
- 1
Office Locations
About Belmont Private Wealth
Belmont Private Wealth advises entrepreneurs, business owners, and their families, integrating financial planning with disciplined, long-term investment management. The firm coordinates with clients’ existing CPAs, attorneys, and other professionals to keep business and personal finances aligned and proactively managed. Fee-only and NAPFA member; supports ETF and mutual-fund-based portfolios across equities and fixed income.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
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Owner & Executives
JAMES F PIEPER
Chief Compliance Officer, Co-founder, PARTNER
- CRD
- #6684905
- Ownership
- 50% but less than 75%
John Joseph Rhodes
Co-founder, PARTNER
- CRD
- #7369074
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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BRADLEY J BISHOP
Partner
- CRD
- #1441255
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $192,130,228 | $1,353,030 |
| Non-Discretionary | $0 | -- |
| Total | $192,130,228 | $1,353,030 |
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Separately Managed Accounts
Total SMA Asset: $192,130,228
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $420,301,758 | 16.1% |
| Public Funds | $467,292,017 | 17.9% |
| U.S. Government/Agency | $438,575,748 | 16.8% |
| Corporate - Investment Grade | $462,070,877 | 17.7% |
| Municipal Bonds | $399,417,199 | 15.3% |
| Cash | $422,912,329 | 16.2% |
| Total | $2,610,569,928 | 100.0% |