Bellars Harris Wealth Management: new SEC registration, $505M AUM, Virginia Beach, VA
Bellars Harris Wealth Management (Virginia Beach, Virginia): new SEC registration, $505M AUM, Virginia Beach, VA. Its amount of 505 is above the median of 134 (88th percentile). Dated 351 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 505 · 88th percentile of 1,149 NewRiaPulse records · 3.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 19 related VA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Bellars Harris Wealth Management |
| Legal name | Bellars Harris Wealth Management, LLC |
| CRD | 338986 |
| Status | Approved |
| Registered with the SEC | 2025-11-19 |
| Latest Form ADV filing | 2026-04-30 |
| Location | Virginia Beach, VA, United States |
| Regulatory AUM | $505,382,390 |
| Accounts | 1496 |
| Employees | 8 |
| Website | https://www.bellarsharriswealth.com |
| amount percentile | 88th of 1,149 (median 134, 3.8x median) |
| Peer records CSV (20 VA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-19
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (VA first): Activ8 Family Office LLC · Steelhead Wealth Management · Mwa Investments, LLC · Wacona Capital, LLC · Piedmont Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Bellars Harris Wealth Management and 20 Virginia peers
- Virginia NewRiaPulse records like this one: 20
- Bellars Harris Wealth Management's amount: 88th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Virginia peer: $4,000 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $505M under management.
- Website on file.
What is the NewRiaPulse record for Bellars Harris Wealth Management in Virginia Beach, Virginia?
Bellars Harris Wealth Management received SEC registration as an investment adviser (2025-11-19) with $505,382,390 in regulatory assets under management, based in Virginia Beach, VA.
How does Bellars Harris Wealth Management compare to other Virginia NewRiaPulse records?
Its amount of 505 sits in the upper half (88th percentile) of 1,149 records; the median is 134. It is 351 days old; check the official source for later updates before acting.
Bellars Harris Wealth Management vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Bellars Harris Wealth Management | Virginia Beach, VA | 505 | 88th | 2025-11-19 |
| Multiplier Capital, LLC | Washington, DC | 503 | 88th | 2026-07-23 |
| Wealth Intelligently Navigated, LLC | Greer, SC | 533 | 89th | 2026-03-31 |
| Banyan Tree Advisors Pvt. LTD. | Bangalore | 562 | 90th | 2026-08-20 |
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NewRiaPulse: $500M-$1B NewRiaPulse: records in Virginia NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.