BELLARS HARRIS WEALTH MANAGEMENT, LLC

BELLARS HARRIS WEALTH MANAGEMENT, LLC of VIRGINIA BEACH, VA is an SEC-registered investment adviser (CRD 338986). Regulatory assets under management: $505.4M.

Registration

• CRD: 338986
• SEC file number: 801-134785
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 338986 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search