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BELLATORE FINANCIAL, INC.

THE WOODLANDS, TX · CRD 143543 · IAPD ↗ · 877-242-9949

$638.7MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

73
December 2025 — BELLATORE FINANCIAL, INC. now reports 1 private fund(s) ($0 gross).
Firm reports private funds for the first time.
Fund administrationCompliance
48
August 2024 — BELLATORE FINANCIAL, INC. moved its main office from PLEASANT HILL, CA to THE WOODLANDS, TX.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
45
April 2024 — BELLATORE FINANCIAL, INC. notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2024 — BELLATORE FINANCIAL, INC. crossed $500M in regulatory AUM ($496.3M -> $513.3M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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