Belmont Wealth Management is a family office - multi based in Dallas, United States, founded in 1986. Verified contact details, AUM data, and investment preferences on FindLPs.
Belmont Trust is a multi-family office based in Dallas, Texas. Established as a family office in 1986, it is a private, independent investment management and trust company dedicated to meeting the needs of high-net-worth individuals, foundations, and endowments. Belmont Trust offers clients a wide range of investment options from traditional portfolios to alternative investments.
Preferred geographies: Bay Area, DC Metro, Delaware, District of Columbia, Great Lakes, Maryland, Mid Atlantic, Midwest, Mountain, New England, New Jersey, New York, New York Metro, Northeast, Northwest, Pennsylvania, South, Southeast, Southern California, Southwest, United States, US Territories, Virginia, West Coast, West Virginia
Location: 2911 Turtle Creek Boulevard
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.