Belmont Private Wealth provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Belmont Private Wealth reports 29 clients. They include 29 high-net-worth individuals. Of its assets, 100.0% ($192M across 142 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | <1% |
| High-net-worth individuals | 100% | 100% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | Fewer than 5 | $250K | 0.1% | — |
| High-net-worth individuals | 29 | $192M | 99.9% | $6.62M |
| Total | 29 | $192M | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $250K
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- 29
- Regulatory AUM
- $192M
- AUM share
- 99.9%
- Avg. per client
- $6.62M
Total
- Clients
- 29
- Regulatory AUM
- $192M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Belmont Private Wealth charges 0.40%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Fee details and sources
James Pieper owns 50% to 75% of Belmont Private Wealth. It has 3 employees.
Leadership
- James PieperPartner, Co-Founder, and CCO
- John RhodesPartner, Co-Founder
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- Owns 50% to 75% of Belmont Private Wealth
James Pieper
Control person · since February 2024
- Owns 50% to 75% of Belmont Private Wealth
John Rhodes
Control person · since February 2024
Belmont Private Wealth’s regulatory assets grew Infinity× from $0 (May 2024) to $192M (September 2026); employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $192M | 29 | 3 | 3 |
| March 2025 | $140M | 30 | 3 | 1 |
| May 2024 | $0 | 0 | 3 | 1 |
Besides its headquarters, Belmont Private Wealth has 2 offices (2 private residences, listed without an address), with 1 listed address in Missouri.
Missouri · 1 listed address
- 100 Chesterfield Business Parkway, Suite 200, ChesterfieldHQ
Contact and registration details
- Legal name
- Belmont Private Wealth
- Headquarters
- 100 Chesterfield Business Parkway, Suite 200, Chesterfield, MO 63005
- Website
- belmontpw.com
- Phone
- 314-566-9887
- SEC file
- 801-130561
- Structure
- Missouri LLC
- Fiscal year end
- December
Belmont Private Wealth uses Charles Schwab ($192M) as custodian for its separately managed accounts. Belmont Private Wealth does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $192M100%
At year end, Belmont Private Wealth’s separately managed accounts were mostly in stocks (53%) and funds (25%).
What the accounts hold
- Stocks53%
- Funds25%
- Bonds20%
- U.S. government and agency bonds8%
- State and local bonds6%
- Investment grade corporate bonds6%
- Cash2%
How many clients does Belmont Private Wealth have?
Belmont Private Wealth has 29 clients and manages $192 million for them, as of September 2026. They include 29 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Belmont Private Wealth offer?
Belmont Private Wealth provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Belmont Private Wealth charge?
Belmont Private Wealth charges 0.40%–1.00% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Which custodians does Belmont Private Wealth use?
Belmont Private Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $192M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Belmont Private Wealth have?
Belmont Private Wealth has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Belmont Private Wealth invest in?
At the end of its last fiscal year, Belmont Private Wealth’s separately managed accounts held 53% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 8% U.S. government and agency bonds, 6% state and local bonds, 6% investment grade corporate bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Belmont Private Wealth?
Belmont Private Wealth’s direct owners are James Pieper (50% to 75%) and John Rhodes (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Belmont Private Wealth get paid?
Belmont Private Wealth is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Belmont Private Wealth?
Belmont Private Wealth’s main office is at 100 Chesterfield Business Parkway, Suite 200, Chesterfield, MO 63005. Its phone number is 314-566-9887. Its website is belmontpw.com.