Belleair Wealth Management, LLC: new SEC registration, $111M AUM, Belleair Bluffs, FL
Belleair Wealth Management, LLC (Belleair Bluffs, Florida): new SEC registration, $111M AUM, Belleair Bluffs, FL. Its amount of 111 is below the median of 135 (26th percentile). Dated 331 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-11-04, 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: 111 · 26th percentile of 1,225 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 121 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Belleair Wealth Management, LLC |
| Legal name | Belleair Wealth Management, LLC |
| CRD | 131666 |
| Status | Approved |
| Registered with the SEC | 2025-12-09 |
| Latest Form ADV filing | 2026-10-21 |
| Location | Belleair Bluffs, FL, United States |
| Regulatory AUM | $111,159,804 |
| Accounts | 384 |
| Employees | 6 |
| Website | https://www.bwmadvisors.com |
| amount percentile | 26th of 1,225 (median 135, 0.8x median) |
| Peer records CSV (122 FL 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: 2025-12-09
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 04 Nov 2026 21:45:24 GMT
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Peer benchmark and outreach value: Belleair Wealth Management, LLC and 122 Florida peers
- Florida NewRiaPulse records like this one: 122
- Belleair Wealth Management, LLC's amount: 26th percentile of 1,225 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $24,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $111M under management.
- Website on file.
What is the NewRiaPulse record for Belleair Wealth Management, LLC in Belleair Bluffs, Florida?
Belleair Wealth Management, LLC received SEC registration as an investment adviser (2025-12-09) with $111,159,804 in regulatory assets under management, based in Belleair Bluffs, FL.
How does Belleair Wealth Management, LLC compare to other Florida NewRiaPulse records?
Its amount of 111 is below the median (26th percentile); smaller records often move faster and face less competition. It is 331 days old; check the official source for later updates before acting.
Belleair Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Belleair Wealth Management, LLC | Belleair Bluffs, FL | 111 | 26th | 2025-12-09 |
| Retirepath Wealth, LLC | Little Rock, AR | 110 | 24th | 2026-10-20 |
| Round Table Investment Strategies, LLC | Lincoln, NE | 107 | 20th | 2026-10-22 |
| Carapace Financial Advisors LLC | Bedminster, NJ | 106 | 18th | 2026-10-22 |
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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.