CRD: 131666
Belleair Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-16-2012
- Office Locations
- 2
Office Locations
About Belleair Wealth Management, LLC
Belleair Wealth Management, LLC is a Belleair Bluffs, FL–based advisory firm (also in Fort Mill, SC) serving retail and institutional clients, including retirees. The team provides financial/wealth planning, portfolio construction, estate and insurance planning, and discretionary asset management. Portfolios emphasize ETF-based allocations alongside fixed income (including U.S. government/agency bonds) and cash. Custody is primarily through Charles Schwab.
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Investment Vehicles
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Owner & Executives
RANDY ALAN PATTISON
Chief Compliance Officer, Investment Advisor
- CRD
- #2569261
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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JAMES ANTHONY BANKES
Advisor
- CRD
- #2508793
Tamrah Jennifer Bordini
Wealth Advisor
- CRD
- #7865020
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $111,159,804 | $289,479 |
| Non-Discretionary | $0 | -- |
| Total | $111,159,804 | $289,479 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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