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Building 2BELLARS HARRIS WEALTH MANAGEMENT

Map pinVIRGINIA BEACH, VA
Phone757-704-4200
NotebookSEC #801-134785
Total AUM
$505.4M
Employees
8
Clients
299

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4429 BONNEY RD.
SUITE 530
VIRGINIA BEACH
VA 23462-3881
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
757-704-4200
Other Offices
2

ReceiptFinancials

Total AUM
$505.4M
Accounts
1,496
Discretionary
$474.8M
Accounts
1,391
Non-Discretionary
$30.5M
Accounts
105

ContactClients

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Individual Clients
200
AUM
$141.1M
HNW Individual Clients
83
AUM
$350.2M
Charitable Organization Clients
2
AUM
$639.9K
Corporation or Business Clients
5
AUM
$5.6M
Other Clients
9
AUM
$7.8M
Description of Other Clients
TRUST ACCOUNTS

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
SCVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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