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BELLARS HARRIS WEALTH MANAGEMENT
BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986 · SEC 801-134785
4429 BONNEY RD., SUITE 530, VIRGINIA BEACH, VA, 23462-3881, United States
Phone
757-704-4200
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$505.4M
Discretionary AUM
$474.8M
Team
8 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 200 | $141.1M |
| High net worth individuals | 83 | $350.2M |
| Charitable organizations | 2 | $640K |
| Corporations/business entities | 5 | $5.6M |
States served
SC, VA
All web addresses on file
Official SEC filing: View on IAPD