# Belgrade Wealth Management

Belgrade Wealth Management is a Bank / Wealth / Trust based in Belgrade, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Belgrade, United States
- **Region:** North America
- **Address:** Washington, United States
- **Founded:** 2021
- **Assets under management:** Undisclosed
- **Website:** https://belgradefamilyoffice.rs/
- **LinkedIn:** https://rs.linkedin.com/company/belgrade-family-office

## Regulatory record

- **Reports private funds:** No

## About

Belgrade Family Office is a boutique multi-family office based in Serbia, serving as a financial and technical hub for South Eastern Europe. The firm provides consultancy, management, and concierge services in investment, trust, corporate, banking, immigration, and due diligence, operating in the Balkan region, Europe, and beyond. It specializes in asset protection structures such as trusts, family foundations, and managed companies, and also advises on crypto assets, physical metals, real estate, agricultural land, art, and fine wines.

## Sectors

- Wealth Management
- Family Office
- Trust & Estate Planning
- Immigration Services
- Private Banking
- Crypto Assets
- Real Estate

## People

- John Belgrade — Founder

## Questions

### 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.

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Last updated: 2026-07-10T20:29:04.000Z

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