Thomas
Formhals
Belpointe Asset Management LLC
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About this Advisor
Thomas Formhals is a financial advisor operating out of Fuguay Varina, North Carolina with 6 years of industry experience. Formhals is an employee of Belpointe Asset Management LLC. Throughout their career, Formhals has worked at Tuttle Wealth Management, LLC, Tuttle Tactical Management, LLC and Belpointe Asset Management LLC. Formhals has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in North Carolina. Belpointe Asset Management LLC is a business operating out of Reno, NV. The company has offices in 95 locations and a total of 226 employees. It oversees $4 billion in assets under management among its 16,063 accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to four charities and foundations. Of its 16,063 client accounts, just 8% belong to high-net-worth investors who have more than $1 million in investable assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors usually depend on which services the firm provides the client. However, fee types charged by Belpointe Asset Management LLC most likely consist of any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Belpointe Asset Management LLC Brokerage Details
$3,855,302,523
226
16,063
$240,011
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Thomas Formhals Work History
Thomas has been registered as a financial advisor for 6 years.*
Belpointe Asset Management LLC
Tuttle Tactical Management, LLC
Tuttle Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Thomas Formhals to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Belpointe Asset Management LLC
Charlotte, NC
Haddon Heights, NJ
Reno, NV
Reno, NV
Hartland, WI
Reno, NV
Reno, NV
Mount Pleasant, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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