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Bellars Harris Wealth Management
BELLARS HARRIS WEALTH MANAGEMENT is an SEC-registered investment adviser in VIRGINIA BEACH, VA, registered since 2025. The firm manages $505 million in assets,...
Bellars Harris Wealth Management
BELLARS HARRIS WEALTH MANAGEMENT is an SEC-registered investment adviser in VIRGINIA BEACH, VA, registered since 2025. The firm manages $505 million in assets, $475 million on a discretionary basis. It has 8 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
What services does Bellars Harris Wealth Management provide?
Bellars Harris Wealth Management operates as a multi-family office and registered investment advisor, offering wealth planning, investment management, and estate coordination for high-net-worth families. The exact service menu is not publicly detailed.
Is Bellars Harris Wealth Management a single-family office or multi-family office?
The firm presents itself as a multi-family office, serving multiple wealthy families. This structure allows shared infrastructure and broader investment access compared to a single-family office.
Who runs Bellars Harris Wealth Management?
No named principals or leadership team members appear in public records or the firm's limited online presence. The firm's internal governance structure is not disclosed.
What is the investment strategy of Bellars Harris Wealth Management?
Specific asset allocation and strategy details are not public. As a typical family-office RIA, the firm likely uses a mix of managed accounts, separately managed accounts, and alternative investments, but no formal strategy has been published.
How does Bellars Harris Wealth Management source investments?
There is no public information on deal sourcing or proprietary investment channels. The firm's investment process is opaque, consistent with a discreet family-office RIA.
What is the regulatory status of Bellars Harris Wealth Management?
Bellars Harris Wealth Management is a registered investment advisor (RIA), subject to fiduciary duty and SEC or state regulation. The specific registration details are not verifiable in public records.
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