# BELLARS HARRIS WEALTH MANAGEMENT, LLC

BELLARS HARRIS WEALTH MANAGEMENT, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser.

## Registration

- CRD: 338986
- Type: SEC-registered investment adviser
- SEC file number: 801-134785
- Location: 4429 BONNEY RD., SUITE 530, VIRGINIA BEACH, VA, 23462-3881
- Phone: 757-704-4200
- Latest filing: 2026-04-30
- Regulatory AUM: $505.4M
- Discretionary AUM: $474.8M
- Non-discretionary AUM: $30.5M
- Clients: 8
- Accounts: 1,496

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Michelle Anne Mccarthy | CHIEF COMPLIANCE OFFICER | — |
| Timothy John Bellars | PRESIDENT | — |
| Claudia Puopolo Bellars | MANAGING PARTNER | — |
| Brad Alan Harris | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/338986/brochure
- Similar advisers: https://search.stillhousedata.com/firm/338986/similar
- Related entities: https://search.stillhousedata.com/firm/338986/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/338986

---

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.
