Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
6,529 clients
Average Client Portfolio
$921K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
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Location

500 Damonte Ranch Parkway, Building 700, Unit 700, Reno, NV, 89521

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Anthony works as a real estate agent for Better Homes & Gardens Real Estate, dedicating a few hours per week. He also participates in faith-based community outreach with the Baptist Resource Network, spending minimal time on this activity.

Employment History
Current Registrations
Belpointe Asset Management LLC
March 2025 - Present · 11 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.
Anthony Evan Pena - Financial Advisor | TrueAdvisor