# Belleair Wealth Management, LLC

> Belleair Wealth Management, LLC is an SEC-registered investment advisory firm in Belleair Bluffs, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

- CRD: 131666
- Filed as: BELLEAIR WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Belleair Bluffs, FL
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131666
- AdvisorCensus page: https://advisorcensus.com/firm/belleair-wealth-management-llc-belleair-bluffs-fl-131666

## Quick answers

**How is Belleair Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Belleair Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Belleair Wealth Management, LLC located?**
Belleair Wealth Management, LLC's principal office is in Belleair Bluffs, FL, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Belleair Wealth Management, LLC registered with the SEC or a state?**
Belleair Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 131666.

**How much does Belleair Wealth Management, LLC manage?**
Belleair Wealth Management, LLC reports $111,159,804 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

**What types of clients does Belleair Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (125); high net worth individuals (25).

**Which custodians does Belleair Wealth Management, LLC use?**
Belleair Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Belleair Wealth Management, LLC 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/131666

**Does Belleair Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 18, 2026 says: "We generally require a minimum initial investment of $100,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we feel circumstances are warranted."

**What changed in Belleair Wealth Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> We generally require a minimum initial investment of $100,000 to open a managed account; however, we retain the right to waive or reduce this minimum if we feel circumstances are warranted.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $111,159,804
- Discretionary: $111,159,804
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 125 | $35,535,508 |
| High net worth individuals | 25 | $75,291,872 |
| Charitable organizations | Fewer than 5 | $332,424 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (0 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, HI, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Fort Mill, SC

### Websites listed on Form ADV (Item 1.I)
- belleairwealthmanagement.com
- bwmadvisors.com
- Facebook @bwmadvisors
- LinkedIn @belleair-wealth-management

## Changes in the filing (last 12 months)

### January 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Belleair Wealth Management, LLC (CRD 131666): Form ADV filing data as of October 2026.