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Belgrade Wealth Management
Belgrade Wealth Management is a bank / wealth / trust based in Washington, founded 2021; the Altss profile covers its classification, headquarters,...
Belgrade Wealth Management
Belgrade Wealth Management is a US-based wealth manager with a focus on North America.
General information
Firm type
Bank / Wealth / Trust
Year founded
2021
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Washington
Corporate office
Washington, United States
Principals
John Belgrade
Founder
Frequently asked questions
Who runs investment decisions at Belgrade Wealth Management?
Founder John Belgrade has historically led investment strategy for the firm. As an independent practice built around a single principal advisor, portfolio construction and manager selection are typically centralized rather than delegated to a separate investment committee.
Is Belgrade Wealth Management a broker-dealer or a fiduciary?
Belgrade operates as a fiduciary, meaning it is legally required to put client interests ahead of its own revenue incentives. This was a meaningful structural choice when the firm was founded, distinguishing it from commission-based brokers that were the market norm at the time.
Does Belgrade Wealth Management disclose assets under management?
No. The firm has chosen not to publicly disclose a specific AUM figure. This is common among smaller independent RIAs that market on relationship quality rather than scale.
What investment stages and vehicles does the firm participate in?
Belgrade allocates across public equities, fixed income, and alternative investments through third-party managed funds and direct placements. It targets income-producing, established-market exposure rather than early-stage venture or speculative growth.
Which client segment does Belgrade primarily serve?
The firm serves a concentrated base of high-net-worth individuals and families, primarily business owners and professionals in the Washington, D.C. metropolitan area.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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