B
$4.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
7 yrs Firm Age
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- 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
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Meridian insight
Custodian
Wave Ember quantum
Investment Themes
Eagle legacy
Investment Vehicles
Signal atlas
Services
Bridge
Technology
Vertex
Owner & Executives
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Unlock allContacts
J
JULIO CESAR LAGE
--
- CRD
- #4698401
(633) 414-8514
catalyst.pathway@vectorcapital.com
in linkedin.com/in/momentum-vertex
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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 |
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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% |