Bellars Harris Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 338986
· SEC file 801-134785
· Virginia Beach, VA
· www.bellarsharriswealth.com
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ADV data as of Apr 30, 2026
- Regulatory AUM
- $505M
- Discretionary
- $475M
- Clients
- 299
- Avg AUM / client
- $1.7M
- Accounts
- 1,496
- Employees
- 8
AUM over time
$0
$505M
Oct 2025
Dec 2025
Annual snapshots from Form ADV filings · as of Apr 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 200 | $141M | 27.9% |
| High net worth individuals | 83 | $350M | 69.3% |
| Charitable organizations | 2 | $640K | 0.13% |
| Corporations and other businesses | 5 | $5.6M | 1.12% |
| Other | 9 | $7.8M | 1.54% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Axel John Bellars | Registered representative | Jan 2026 (1y) | ||
| Brad Alan Harris | Registered representative | Jan 2026 (1y) | ||
| Zachary Owen Harris | Registered representative | Jan 2026 (1y) | ||
| Claudia Puopolo Bellars | Registered representative | CFP | Mar 2026 (0y) | |
| Timothy John Bellars | Registered representative | Mar 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/30/2026 | 954 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Raymond James $505M (100% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 30, 2026.
View current Form ADV (SEC/IAPD) ↗