BELLEAIR WEALTH MANAGEMENT, LLC
CRD #131666 SEC #801-134914 BELLEAIR BLUFFS, FL 727-586-5655
SEC Registered
Total AUM
$113M
Discretionary
$113M
Employees
5
Clients
--
Accounts
373
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $113M | $113M | $0 | 5 | 0 |
| Nov 2025 | $113M | $113M | $0 | 5 | 0 |
| Nov 2025 | $113M | $113M | $0 | 5 | 0 |
DateDec 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients0
DateNov 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients0
DateNov 2025
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients0