# Bellars Harris Wealth Management

> 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.

- CRD: 338986
- Filed as: BELLARS HARRIS WEALTH MANAGEMENT
- Legal name: Bellars Harris Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Virginia Beach, VA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338986
- AdvisorCensus page: https://advisorcensus.com/firm/bellars-harris-wealth-management-virginia-beach-va-338986

## Quick answers

**How is Bellars Harris Wealth Management compensated?**
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).

**Where is Bellars Harris Wealth Management located?**
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).

**Is Bellars Harris Wealth Management registered with the SEC or a state?**
Bellars Harris Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 338986.

**How much does Bellars Harris Wealth Management manage?**
Bellars Harris Wealth Management reports $505,382,390 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (94% discretionary).

**What types of clients does Bellars Harris Wealth Management serve?**
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).

**Which custodians does Bellars Harris Wealth Management use?**
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.

**Does Bellars Harris Wealth Management report any disciplinary disclosures?**
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

**Does Bellars Harris Wealth Management state an account minimum?**
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."

**What changed in Bellars Harris Wealth Management's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Account minimum: None

> BHWM does not impose a minimum portfolio size or a minimum initial investment to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $505,382,390
- Discretionary: $474,848,982
- Non-discretionary: $30,533,408

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 200 | $141,104,247 |
| High net worth individuals | 83 | $350,207,778 |
| Charitable organizations | 2 | $639,889 |
| Corporations or other businesses not listed above | 5 | $5,649,640 |
| Other | 9 | $7,780,836 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 8 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: SC, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Mount Pleasant, SC

### Websites listed on Form ADV (Item 1.I)
- bellarsharriswealth.com

## Changes in the filing (last 12 months)

### April 2026
- 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.

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bellars Harris Wealth Management (CRD 338986): Form ADV filing data as of October 2026.