{
  "crd_number": 338986,
  "slug": "bellars-harris-wealth-management-virginia-beach-va-338986",
  "primary_business_name": "BELLARS HARRIS WEALTH MANAGEMENT",
  "legal_name": "BELLARS HARRIS WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Virginia Beach",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-11-19",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-04-30",
  "carried_forward": false,
  "raum_total": 505382390.0,
  "raum_discretionary": 474848982.0,
  "raum_non_discretionary": 30533408.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 7780836.0,
      "count": 9,
      "description": "TRUST ACCOUNTS"
    },
    "charitable": {
      "raum": 639889.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 141104247.0,
      "count": 200
    },
    "high_net_worth_individuals": {
      "raum": 350207778.0,
      "count": 83
    },
    "corporations_other_businesses": {
      "raum": 5649640.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "SC",
    "VA"
  ],
  "websites": [
    "https://bellarsharriswealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338986",
  "city_as_filed": "VIRGINIA BEACH",
  "url": "https://advisorcensus.com/firm/bellars-harris-wealth-management-virginia-beach-va-338986",
  "display_name": "Bellars Harris Wealth Management",
  "summary": "Bellars Harris Wealth Management is an SEC-registered investment advisory firm in Virginia Beach, VA, registered since 2025, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.",
  "citation": "AdvisorCensus. Bellars Harris Wealth Management (CRD 338986): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bellars Harris Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bellars Harris Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bellars Harris Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated April 29, 2026 states: Flat fee: $5,000 to $25,000 (financial planning services only). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bellars Harris Wealth Management located?",
      "a": "Bellars Harris Wealth Management's principal office is in Virginia Beach, VA, according to its Form ADV; the May 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bellars Harris Wealth Management registered with the SEC or a state?",
      "a": "Bellars Harris Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338986."
    },
    {
      "q": "How much does Bellars Harris Wealth Management manage?",
      "a": "Bellars Harris Wealth Management reports $505,382,390 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (94% discretionary)."
    },
    {
      "q": "What types of clients does Bellars Harris Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (200); high net worth individuals (83); other (9)."
    },
    {
      "q": "Which custodians does Bellars Harris Wealth Management use?",
      "a": "Bellars Harris Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bellars Harris Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338986"
    },
    {
      "q": "Does Bellars Harris Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated April 29, 2026 says: \"BHWM does not impose a minimum portfolio size or a minimum initial investment to open an account.\""
    },
    {
      "q": "What changed in Bellars Harris Wealth Management's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 6 to 5. Regulatory assets under management went from $0 to $505,382,390. Added an office in Mount Pleasant, SC. Registered or notice-filed in SC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 5.",
        "Regulatory assets under management went from $0 to $505,382,390.",
        "Added an office in Mount Pleasant, SC.",
        "Registered or notice-filed in SC."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 29, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $5,000 to $25,000 (financial planning services only)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "BHWM does not impose a minimum portfolio size or a minimum initial investment to open an account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $5,000 to $25,000 (financial planning services only)"
        ],
        "quotes": [
          "Clients that are receiving financial planning services only are charged a fixed fee ranging from $5,000.00 to $25,000.00, depending upon the complexity of a client’s plan and services provided."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 5000.0,
          "max": 25000.0,
          "period": "one_time",
          "service": "financial planning services only"
        }
      ]
    },
    "quotes": [
      "BHWM does not impose a minimum portfolio size or a minimum initial investment to open an account.",
      "Clients that are receiving financial planning services only are charged a fixed fee ranging from $5,000.00 to $25,000.00, depending upon the complexity of a client’s plan and services provided."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bellars-harris-wealth-management-virginia-beach-va-338986.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 200,
      "fewer_than_5": false,
      "raum": 141104247.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 83,
      "fewer_than_5": false,
      "raum": 350207778.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 639889.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 5649640.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 9,
      "fewer_than_5": false,
      "raum": 7780836.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/338986",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}