Overview
Assets Under Management: $111 million
Headquarters: BELLEAIR BLUFFS, FL
High-Net-Worth Clients: 25
Average Client Assets: $3.0 million
Frequently Asked Questions
BELLEAIR WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #131666), BELLEAIR WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BELLEAIR WEALTH MANAGEMENT, LLC is headquartered in BELLEAIR BLUFFS, FL.
BELLEAIR WEALTH MANAGEMENT, LLC serves 25 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, BELLEAIR WEALTH MANAGEMENT, LLC offers portfolio management for individuals. View all service details ↓
BELLEAIR WEALTH MANAGEMENT, LLC manages $111 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, BELLEAIR WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 25
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 67.73%
Average Client Assets: $3.0 million
Total Client Accounts: 384
Discretionary Accounts: 384
Regulatory Filings
CRD Number: 131666
Filing ID: 2076397
Last Filing Date: 2026-03-18 15:52:09