BELLEAIR WEALTH MANAGEMENT, LLC

Overview

Belleair Wealth Management, LLC is a fee-based wealth manager that focuses on discretionary portfolio management for individual and family clients. The firm runs a predominantly equity-oriented approach, with equities identified as its preferred asset class and a sizeable portion of client capital allocated to exchange-traded equities. Its business model centers on percent-of-AUM advisory fees and custody relationships run through a single primary custodian. The firm is SEC-registered (registration year 2025) and positions itself to serve households and small-business owners rather than institutional pension or consultant mandates. Belleair does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices