Belleair Wealth Management, LLC
● SEC registered since 2025CRD 131666SEC# 801-134914Belleair Bluffs, FL
Reg. AUM
$111.2M
Employees
6
Accounts
384
Location
Belleair Bluffs, FL
Belleair Wealth Management, LLC assets under management
Belleair Wealth Management, LLC operates as an SEC-registered investment adviser based in Belleair Bluffs, FL. The firm has been registered since 2025. It reports $111.2 million in regulatory assets under management and employs 6 people.
Belleair Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ralan, LLC Control | Holding Company And Managing Member | Over 75% | 2012 |
| Randy Alan Pattison Control | Member & Chief Compliance Officer | Under 5% | 2012 |
| Randy Alan Pattison Control | Managing Member & Ceo | Over 75% | 2012 |
Frequently asked questions
How much does Belleair Wealth Management, LLC manage?
Belleair Wealth Management, LLC reports $111.2 million in regulatory assets under management on its Form ADV.
How many employees does Belleair Wealth Management, LLC have?
Belleair Wealth Management, LLC reports 6 employees.
Where is Belleair Wealth Management, LLC located?
Belleair Wealth Management, LLC is based in Belleair Bluffs, FL and has been SEC-registered since 2025.
Does Belleair Wealth Management, LLC disclose fund performance?
Belleair 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 | 2811 West Bay Drive, Belleair Bluffs, FL 33770 |
| Phone | 727-586-5655 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.2M▼ 2%
Nov '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$111.2Mregulatory AUM
Discretionary $111.2M