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BELLARS HARRIS WEALTH MANAGEMENT

VIRGINIA BEACH, VA · CRD 338986 · IAPD ↗ · bellarsharriswealth.com · 757-704-4200

$505.4MRegulatory AUM
5Advisory reps
8Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — BELLARS HARRIS WEALTH MANAGEMENT notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — BELLARS HARRIS WEALTH MANAGEMENT added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
68
April 2026 — BELLARS HARRIS WEALTH MANAGEMENT now reports custody of client assets ($3.6M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
73
April 2026 — BELLARS HARRIS WEALTH MANAGEMENT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
December 2025 — BELLARS HARRIS WEALTH MANAGEMENT (VIRGINIA BEACH, VA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 6 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.