BELLARS HARRIS WEALTH MANAGEMENT
Firm details
- Headquarters
- VIRGINIA BEACH, Virginia
- CRD number
- 338986
- Registered since
- November 19, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.3%
- Individuals27.92%
- Other1.54%
- Corporations / Businesses1.12%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bellars Harris Wealth Management is an independent registered investment adviser operating as a limited liability company and positioned to serve both high‑net‑worth individuals/families and institutional clients. The firm acts as a capital allocator, blending direct portfolio management and financial planning with the selection of third‑party managers. Its billing combines percentage‑of‑AUM and fixed fees. The firm reports it is not an active ESG investor and offers portfolio management for individuals, small businesses and institutions alongside financial planning services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds24%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1MICHELLE MCCARTHY
Chief Compliance OfficerCRD 7682269
Contacts
3 of 5Timothy Bellars
Wealth ManagerCRD 1787215
Claudia Bellars
Wealth ManagerCRD 2210945
Brad Harris
Wealth ManagerCRD 4492677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
VIRGINIA BEACH, VA
VIRGINIA BEACH CITY
Location
VIRGINIA BEACH, VA
Headquartered in VIRGINIA BEACH, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- VIRGINIA BEACH CITY
- Address
- 4429 Bonney Rd
- Time zone
- ET (UTC-5)
- Office locations
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