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Belleair Wealth Management, LLC

● SEC registered since 2025CRD 131666SEC# 801-134914Belleair Bluffs, FL
Export (members)
Reg. AUM
$113M
Employees
5
Accounts
373
Location
Belleair Bluffs, FL

Belleair Wealth Management, LLC assets under management

Belleair Wealth Management, LLC operates as an SEC-registered investment adviser based in Belleair Bluffs, FL. The firm has been registered since 2025. It reports $113 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/belleair-wealth-managementView on SEC.gov ↗

Belleair Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Ralan, LLC ControlHolding Company And Managing MemberOver 75%2012
Randy Alan Pattison ControlMember & Chief Compliance OfficerUnder 5%2012
Randy Alan Pattison ControlManaging Member & CeoOver 75%2012

Frequently asked questions

How much does Belleair Wealth Management, LLC manage?

Belleair Wealth Management, LLC reports $113 million in regulatory assets under management on its Form ADV.

How many employees does Belleair Wealth Management, LLC have?

Belleair Wealth Management, LLC reports 5 employees.

Where is Belleair Wealth Management, LLC located?

Belleair Wealth Management, LLC is based in Belleair Bluffs, FL and has been SEC-registered since 2025.

Does Belleair Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address2811 West Bay Drive, Belleair Bluffs, FL 33770
Phone727-586-5655
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113M
Non-discretionary$0
Total (RAUM)$113M