# BELLEAIR WEALTH MANAGEMENT, LLC

BELLEAIR WEALTH MANAGEMENT, LLC of BELLEAIR BLUFFS, FL is an SEC-registered investment adviser.

## Registration

- CRD: 131666
- Type: SEC-registered investment adviser
- SEC file number: 801-134914
- Location: 2811 WEST BAY DRIVE, BELLEAIR BLUFFS, FL, 33770
- Phone: 727-586-5655
- Latest filing: 2026-03-18
- Regulatory AUM: $111.2M
- Discretionary AUM: $111.2M
- Clients: 6
- Accounts: 384

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Randy Alan Pattison | MANAGING MEMBER & CEO; MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/131666/brochure
- Similar advisers: https://search.stillhousedata.com/firm/131666/similar
- Related entities: https://search.stillhousedata.com/firm/131666/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/131666

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.