RIA Intelligence

BELLARS HARRIS WEALTH MANAGEMENT, LLC

Legal name: BELLARS HARRIS WEALTH MANAGEMENT

CRD #338986 SEC #801-134785 VIRGINIA BEACH, VA 757-704-4200
SEC Registered
Total AUM
$0
Discretionary
$0
Employees
8
Clients
--
Accounts
0

Firm Details

Organization Type
Limited Liability Company
State of Formation
Virginia
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 20, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MCCARTHY, MICHELLE, ANNEICHIEF COMPLIANCE OFFICERNA
Bellars, Claudia, PuopoloIMANAGING PARTNERC Control
Bellars, Timothy, JohnIPRESIDENTC Control
Harris, Brad, AlanIMANAGING PARTNERC Control

Registrations

Federal

IA
Oct 20, 2025 REGISTERED

Notice Filings (1)

VA

Address

4429 BONNEY RD.
SUITE 530
VIRGINIA BEACH, VA 23462-3881
United States
Phone: 757-704-4200