B
$4.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
7 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Morgan Stanley
- Clients
- Retail
- Platforms
- Ember
- Established Date
- 02-12-2019
- Office Locations
- 1
Office Locations
1395 Brickell Avenue Suite 800 Miami FL
About Belvedere Wealth Advisors LLC
Belvedere Wealth Advisors provides tailored wealth management and family office services for families, high-net-worth individuals, and entrepreneurs, including investment advisory, estate and succession planning, risk management, and tax/structuring strategies. Portfolios span traditional and alternative assets with an emphasis on wealth preservation, stability of returns, and long-term planning. The team cites 20+ years navigating multiple market cycles.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$412.1K AVG AUM / CLIENT
7.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
Unlock to see real insight on harbor beacon pathway.
Unlock to see real insight on prime insight.
Unlock to compare peer behavior around oak meridian.
See the complete signal summary connected to pioneer momentum.
Upgrade to reveal position-level detail across catalyst bridge.
Premium access reveals conviction themes in vertex meridian.
Unlock to see real insight on momentum radial harbor.
Premium access reveals conviction themes in horizon fusion.
Asset Classes
Meridian insight
Custodian
Wave Ember quantum
Investment Themes
Eagle legacy
Investment Vehicles
Signal atlas
Services
Bridge
Technology
Vertex
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
J
JULIO CESAR LAGE
--
- CRD
- #4698401
(633) 414-8514
catalyst.pathway@vectorcapital.com
in linkedin.com/in/momentum-vertex
Showing 1 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,533,524 | $1,133,587 |
| Total | $4,533,524 | $1,133,587 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $4,533,524
Cash:
13.9% Equity - Exchange:
20.9% Corporate - Non-Investment Grade:
21.5% Corporate - Investment Grade:
19.6% U.S. Government/Agency:
24.1% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $201,139,920 | 13.9% |
| Equity - Exchange | $302,433,405 | 20.9% |
| Corporate - Non-Investment Grade | $311,115,704 | 21.5% |
| Corporate - Investment Grade | $283,621,758 | 19.6% |
| U.S. Government/Agency | $348,738,999 | 24.1% |
| Total | $1,447,049,786 | 100.0% |