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| Bellars Harris Wealth Management LLC
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|
|---|---|
| CRD # | 338986 |
| SEC # | 801-134785 |
| CIK # | |
| AUM | $505.4 M (2026-04-30) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 757-704-4200 |
| Address | 4429 Bonney Rd Virginia Beach, VA 23462-3881 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 200 | 141.1 |
| (b) Individuals (high net worth individuals) | 83 | 350.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 5.6 |
| (n) Other | 9 | 7.8 |
| Total | 1,496 | 505.4 |
| By Discretionary | ||
| Discretionary | 1,391 | 474.8 |
| Non-Discretionary | 105 | 30.5 |
| Total | 1,496 | 505.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 505.4 | |
| Total | 1,496 | 505.4 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cleveland Wealth LLC
✚
|
OH | 0.5 |
|
Onyx Financial Advisors LLC
✚
|
ID | 0.5 |
|
Bluesphere Advisors LLC
✚
|
PA | 0.5 |
|
PhD Consulting LLC
✚
|
KS | 0.5 |
|
First Advisors National LLC
✚
|
GA | 0.5 |
|
MKD Wealth Coaches LLC
✚
|
MI | 0.5 |
|
Oliver Capital Management LLC
✚
|
WA | 0.5 |
|
Dougherty Wealth Advisers LLC
✚
|
MN | 0.5 |
|
Accretive Wealth Partners LLC
✚
|
NJ | 0.5 |
|
Pineridge Advisors LLC
✚
|
MO | 0.5 |