SourcingSourcing

BELLARS HARRIS WEALTH MANAGEMENT, LLC

B50
CRD 338986·SEC 801-134785·VIRGINIA BEACH, VA
AUM
$505.4M
$500M-$1B
Est. Revenue
$5.1M
@ 1% on AUM
Est. EBITDA
$1.5M
@ 30% margin
Est. Deal Value
$12.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELLARS HARRIS WEALTH MANAGEMENT, LLC
CRD
338986
SEC file #
801-134785
EIN
—
DBA names
Bellars Harris Wealth Management

Economics

AUM
$505.4M
AUM band
$500M-$1B
AUM trajectory
—
Client mix
Individuals Other200
Individuals High Net Worth83
Other9
Corporations5
Charitable Organizations2

Operations

Employees (total)
8
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
6 advisors → 5 advisors▼ -17%
Primary office
VIRGINIA BEACH VA
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
bellarsharriswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Bellars, Claudia, Puopolo
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
Bellars, Claudia, Puopolo
Bellars, Timothy, John
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BELLARSHARRISWEALTH.COM
Rdap Domain Creation Date
2019-09-20T12:29:27Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1391
Soi Zip Pct 200k Plus
0.0183
Soi Zip Returns 200k Plus
600
Soi Zip Total AGI
1,935,334
Fdic Zip Total Deposits
42,231,474,000
Fdic Zip Branch Count
554
Fdic Zip Top Banks
Towne Bank
Bank of America, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Raymond James4
E*trade4
Fdic Zip Branches Raw
Signet Bank-VirginiaVirginia Beach, VA
Central Fidelity National BankVirginia Beach, VA
Fdic Zip HHI
822.05
Fdic Zip Top Bank Share Pct
15.93
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-09-20T12:29:27Z
Rdap Domain Last Changed
2026-01-14T14:35:53Z
Rdap Nameservers
Ns35.domaincontrol.comNs36.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI120,872
Returns9,040
Stub 2
AGI363,142
Returns9,830
Stub 3
AGI367,586
Returns6,030
Soi Zip Total Business Income
40,995
Soi Zip Total Cap Gains
77,287
Soi Zip Total Dividends
15,580
Soi Zip Total Returns
32,700
Top Owner CRD
2210945
Trust Company Affiliate
No

People (6)

6
Bellars, Timothy, John
IAR · Direct Owner · 37.5%
1787215
Harris, Brad, Alan
IAR · Direct Owner · 37.5%
4492677
Bellars, Claudia, Puopolo
IAR · Direct Owner · 37.5%
2210945
MCCARTHY, MICHELLE, ANNE
Executive Officer · 2.5%
7682269
Zachary Owen Harris
IAR
7384594
Axel John Bellars
IAR
6882122