Bellars Harris Wealth Management
Firm details
- Headquarters
- Virginia Beach, Virginia
- CRD number
- 338986
- Registered since
- November 19, 2025
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI69.3%
- Individuals27.92%
- Other1.54%
- Corporations / Businesses1.12%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Bellars Harris Wealth Management is an independent, LLC-structured registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm is SEC-registered (2025) and owned by an individual. Its advisory services include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, and manager selection. Compensation mixes percentage-of-AUM and fixed fees. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser in its filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities67%
- Public Funds/Mutual Funds24%
- Non-Exchange Traded Equities4%
- Cash & Cash Equivalents2%
- Other2%
Owners & executives
1 of 1
Michelle Mccarthy
Chief Compliance OfficerCRD 7682269
Contacts
3 of 5
Timothy Bellars
Wealth ManagerCRD 1787215
Claudia Bellars
Wealth ManagerCRD 2210945
Brad Harris
Wealth ManagerCRD 4492677
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$115M in ETFs
65%
$74.8M
26%
$40.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR DEFINED WEALTH SHIELD ETF (BALT) | Innovator | Active | Options Trading | $14.6M | 426,335 | 12.68% |
Location
Virginia Beach, VA
Virginia Beach City
Location
Virginia Beach, VA
Headquartered in Virginia Beach, VA, anchoring the Virginia Beach-Norfolk, VA-NC metro in the South.
- Metro area
- Virginia Beach-Norfolk, VA-NC
- Region
- South
- County
- Virginia Beach City
- Address
- 4429 Bonney Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Beacon Harbor Wealth Advisors
RIAVirginia Beach, VA
Virginia Wealth Management Group, Inc.
RIAVirginia Beach, VA
Compton Wealth Advisory Group, LLC
RIAVirginia Beach, VA
Gratus Wealth Advisors LLC
RIAVirginia Beach, VA
Vantage Consulting Group Inc
RIAVirginia Beach, VA
Spectrum Financial Inc
RIAVirginia Beach, VA