VIRGINIA BEACH, VACRD 338986Latest ADV April 30, 2026
Bellars Harris Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Virginia Beach, VA. Its latest Form ADV filing, dated April 30, 2026, reports $505M in regulatory assets under management, 8 employees, 2 offices, and 1,496 accounts.
Assets Under Management
$505M
Employees
8
Offices
2 offices
Total Clients
299
Primary office
VIRGINIA BEACH, VA
4429 BONNEY RD., SUITE 530, VIRGINIA BEACH, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 66.9% of total clients.
Top client categories% of clientsClients
1
Individuals
66.9%
200
2
HNWI
27.8%
83
3
Irrevocable Trusts/Estates
3.0%
9
4
Corporations
1.7%
5
5
Charitable
0.7%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$505Mas of April 30, 2026
Discretionary94.0%
$475M
94% of total RAUM94.0%
Non-discretionary6.0%
$31M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$505M
Total Accounts1,496
10Y AUM Change+$505M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee37:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.