Partner, Co-Founder, and CCO · Belmont Private Wealth
James F Pieper
CRD 6684905 · Named on Form ADV at one SEC-registered adviser
At a glance
Belmont Private Wealth, an SEC-registered wealth manager based in Chesterfield, MO with $192 million in regulatory assets, lists James F Pieper on its Form ADV as Partner, Co-Founder, and CCO, a control person.
Firms and roles
- Belmont Private WealthPartner, Co-Founder, and CCOWealth manager · Chesterfield, MO · $192M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- John J. RhodesPartner, Co-Founder, Belmont Private Wealth
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.