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Bellars Harris Wealth Management, LLC

● SEC registered since 2025CRD 338986SEC# 801-134785Virginia Beach, VA
Export (members)
Reg. AUM
—
Employees
8
Accounts
—
Location
Virginia Beach, VA

Bellars Harris Wealth Management, LLC assets under management

Bellars Harris Wealth Management, LLC operates as an SEC-registered investment adviser based in Virginia Beach, VA. The firm has been registered since 2025. It employs 8 people.
www.bellarsharriswealth.comView on SEC.gov ↗

Bellars Harris Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brad Alan Harris ControlManaging Partner25-50%2020
Claudia Puopolo Bellars ControlManaging Partner25-50%2020
Michelle Anne McCarthyChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How many employees does Bellars Harris Wealth Management, LLC have?

Bellars Harris Wealth Management, LLC reports 8 employees.

Where is Bellars Harris Wealth Management, LLC located?

Bellars Harris Wealth Management, LLC is based in Virginia Beach, VA and has been SEC-registered since 2025.

Does Bellars Harris Wealth Management, LLC disclose fund performance?

Bellars Harris Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4429 Bonney Rd., Suite 530, Virginia Beach, VA 23462-3881
Phone757-704-4200
Office hours8:30 a.m. To 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo