Adviser and broker representative · Belpointe Asset Management LLC
Adrian L. Zilvetti
CRD 2340289 · Milwaukee, WI
At a glance
Adrian L. Zilvetti is an investment adviser representative with Belpointe Asset Management LLC in Milwaukee, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Adrian’s SEC record dates to 2002, about 23 years ago. Adrian is also registered as a broker representative.
Current advisory firm
- Belpointe Asset Management LLCSince August 2023Milwaukee, WI · $7.6B in regulatory assets
SEC adviser record
- Registered since
- 2002 (23 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Adrian’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.