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BELLEAIR WEALTH MANAGEMENT, LLC

CRD 131666 · SEC 801-134914

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2811 WEST BAY DRIVE, BELLEAIR BLUFFS, FL, 33770, United States

Phone

727-586-5655

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$111.2M

Discretionary AUM

$111.2M

Team

6 total employees; 5 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Portfolio management (individuals)

Client types

TypeClientsAUM
Individuals125$35.5M
High net worth individuals25$75.3M

States served

SC, HI, FL

All web addresses on file

Official SEC filing: View on IAPD