BELLEAIR WEALTH MANAGEMENT, LLC

BELLEAIR WEALTH MANAGEMENT, LLC of BELLEAIR BLUFFS, FL is an SEC-registered investment adviser (CRD 131666). Regulatory assets under management: $111.2M.

Registration

• CRD: 131666
• SEC file number: 801-134914
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 131666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search