Belleair Wealth Management, LLC
Firm details
- Headquarters
- Belleair Bluffs, Florida
- CRD number
- 131666
- Registered since
- December 9, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI67.73%
- Individuals31.97%
- Charitable Organizations0.3%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Belleair Wealth Management, LLC is a privately held wealth adviser that manages portfolios for individuals and small businesses. The firm is SEC-registered (registration year 2025) and operates as a limited liability company owned by a combination of a domestic entity and an individual. Its business model centers on discretionary portfolio management for individual and family clients and it charges fees as a percentage of assets under management. The firm does not identify as an ESG-focused allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities43%
- Non-Exchange Traded Equities22%
- US Government Bonds15%
- Cash & Cash Equivalents13%
- Investment Grade Corp Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Belleair Bluffs, FL
Pinellas
Location
Belleair Bluffs, FL
Headquartered in Belleair Bluffs, FL, in the South of the United States.
- Region
- South
- County
- Pinellas
- Address
- 2811 West Bay Dr
- Time zone
- ET (UTC-5)
- Office locations
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