Belvedere Wealth Advisors Llc
- Regulatory AUM
- $4.5M
- Discretionary
- $0
- Clients
- 11
- Avg AUM / client
- $412K
- Accounts
- 11
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 16, 2025
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 11 | $4.5M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Julio Cesar Lage | President/Ceo/Cco | Jul 2018 (8y) | ≈ 56.25% – 100% via Belvedere Capital Holdings, Llc |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Belvedere Capital Holdings, Llc | Owner | Jul 2018 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Julio Cesar Lage: 75% – 100% of Belvedere Capital Holdings, Llc × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/16/2025 | 1.23 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Pershing $20.4M (100% of AUM) Apr 2020
- Morgan Stanley $2.3M (51% of AUM) Jun 2025
- Planner Securities Llc $2.1M (46% of AUM) Jun 2025
- Charles Schwab & Co. $125K (3% of AUM) Jun 2025
- Interactive Brokers $11.9K (0% of AUM) Jun 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 16, 2025.
View current Form ADV (SEC/IAPD) ↗