B
$505.4M Total AUM
$474.8M Disc. AUM
-- 3Y CAGR
8 Employees
299 ADV. Clients
0 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2025
- Office Locations
- 2
Office Locations
4429 Bonney Rd. Suite 530 Virginia Beach VA
-- Mount Pleasant SC
About Bellars Harris Wealth Management
Bellars Harris Wealth Management is a Virginia Beach-based RIA with 2 offices. The firm has been operating for 0 years. Managing $505.4M in total assets under management, with 5 advisory representatives. They custody assets with Raymond James.
Team overview
51 AVG AGE
$101.1M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
0.5 yrs AVG TENURE
8 Employees
5 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Claudia Puopolo Bellars
Managing Partner
- CRD
- #2210945
- Ownership
- 25% but less than 50%
Available
Available
Available
T
Timothy John Bellars
President
- CRD
- #1787215
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
Axel John Bellars
--
- CRD
- #6882122
Available
Available
Available
Z
Zachary Owen Harris
--
- CRD
- #7384594
Available
Available
Available
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $474,848,982 | $341,372 |
| Non-Discretionary | $30,533,408 | $290,794 |
| Total | $505,382,390 | $337,822 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Equity - OTC:
Available Cash:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing