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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 11, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATTISON, RANDY, ALAN | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTISON, RANDY, ALAN | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| PATTISON, RANDY, ALAN | I | MEMBER & CHIEF COMPLIANCE OFFICER | NA | Control |
| RALAN, LLC | DE | HOLDING COMPANY AND MANAGING MEMBER | E | Control |
| RALAN, LLC | DE | HOLDING COMPANY AND MANAGING MEMBER | E | Control |
| RALAN, LLC | DE | HOLDING COMPANY AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Dec 11, 2025 REGISTERED
Notice Filings (3)
FL HI SC
Address
2811 WEST BAY DRIVEBELLEAIR BLUFFS, FL 33770
United States
Phone: 727-586-5655