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BELLARS HARRIS WEALTH MANAGEMENT
Legal name: BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD 338986File 801-134785
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$505.4M
Above cohort median (national)
Discretionary AUM
$474.8M
Non-discretionary $30.5M
Clients
290
1,496 accounts
Employees
8
Above cohort median in VA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Nov 19, 2025
- Principal office
- 4429 BONNEY RD., SUITE 530, VIRGINIA BEACH, VA, 23462-3881
- Phone
- 757-704-4200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $505.4M
- Discretionary AUM
- $474.8M
- Non-discretionary AUM
- $30.5M
- Discretionary accounts
- 1,391
- Non-discretionary accounts
- 105
- Total accounts
- 1,496
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $5.6M |
| Charitable organizations | Fewer than 5 | $640K |
| High net worth individuals | 83 | $350.2M |
| Individuals (other than high net worth individuals) | 200 | $141.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 299 | 290 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.