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BELLARS HARRIS WEALTH MANAGEMENT, LLC

dba BELLARS HARRIS WEALTH MANAGEMENT · CRD 338986 · Registered Investment Adviser

BELLARS HARRIS WEALTH MANAGEMENT, LLC is a Registered Investment Adviser headquartered in VIRGINIA BEACH, VA. The firm reports $505,382,390 in regulatory assets under management across 1,496 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$474,848,982
Non-discretionary$30,533,408
Total RAUM$505,382,390
Accounts1,496

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 338986. adviserinfo.sec.gov/firm/summary/338986.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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