Investment adviser · CRD 338986
BELLARS HARRIS WEALTH MANAGEMENT
Investment adviser filing (IA)
BELLARS HARRIS WEALTH MANAGEMENT, LLC
VIRGINIA BEACH, VA, United States · Form ADV filed Apr 30, 2026
- Regulatory AUM
- $505M Form ADV · Item 5.F
- Client accounts
- 1,496 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 83 | $350,207,778 | 69.3% |
| Individuals | 200 | $141,104,247 | 27.9% |
| Other clients | 9 | $7,780,836 | 1.5% |
| Corporations & businesses | 5 | $5,649,640 | 1.1% |
| Charities | Fewer than 5 | $639,889 | 0.1% |
Filing source
Form ADV 2101311 · Apr 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
4429 BONNEY RD., SUITE 530VIRGINIA BEACH, VA, 23462-3881, United States
CRD 338986
Filing source
Form ADV 2101311 · Apr 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.