Bellars Harris Wealth Management
Bellars Harris Wealth Management is an SEC-registered wealth manager in Virginia Beach, VA with $505.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Bellars Harris Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 338986, SEC 801-134785, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $505.4M (2026-04-30)
- Firm type
- Wealth Manager
- Location
- Virginia Beach, VA
- Employees
- 8
- Clients
- 299
- CRD
- 338986
- Ownership
- Bellars, Claudia, Puopolo; Harris, Brad, Alan; Bellars, Timothy, John; MCCARTHY, MICHELLE, ANNE
How much AUM does Bellars Harris Wealth Management have?
Bellars Harris Wealth Management reported $505.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Bellars Harris Wealth Management?
Disclosed owners and executives of Bellars Harris Wealth Management include Bellars, Claudia, Puopolo, Harris, Brad, Alan, Bellars, Timothy, John, MCCARTHY, MICHELLE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.