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BELLEAIR WEALTH MANAGEMENT, LLC

BELLEAIR BLUFFS, FL · CRD 131666 · IAPD ↗ · 727-586-5655

$111.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
January 2026 — BELLEAIR WEALTH MANAGEMENT, LLC (BELLEAIR BLUFFS, FL) is newly SEC-registered with $113.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.