Bellars Harris Wealth Management, LLC
● SEC registered since 2025CRD 338986SEC# 801-134785Virginia Beach, VA
Reg. AUM
$505.4M
Employees
8
Accounts
1,496
Location
Virginia Beach, VA
Bellars Harris Wealth Management, LLC assets under management
Bellars Harris Wealth Management, LLC operates as an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2025. It reports $505.4 million in regulatory assets under management and employs 8 people.
Bellars Harris Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Alan Harris Control | Managing Partner | 25-50% | 2020 |
| Claudia Puopolo Bellars Control | Managing Partner | 25-50% | 2020 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Bellars Harris Wealth Management, LLC manage?
Bellars Harris Wealth Management, LLC reports $505.4 million in regulatory assets under management on its Form ADV.
How many employees does Bellars Harris Wealth Management, LLC have?
Bellars Harris Wealth Management, LLC reports 8 employees.
Where is Bellars Harris Wealth Management, LLC located?
Bellars Harris Wealth Management, LLC is based in Virginia Beach, VA and has been SEC-registered since 2025.
Does Bellars Harris Wealth Management, LLC disclose fund performance?
Bellars Harris Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4429 Bonney Rd., Suite 530, Virginia Beach, VA 23462-3881 |
| Phone | 757-704-4200 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$505.4MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$505.4Mregulatory AUM
Discretionary $474.8MNon-discretionary $30.5M