Adviser Profile
| As of Date | 12/11/2025 |
| Registration status | Registration Changed to BELLEAIR WEALTH MANAGEMENT, LLC |
| ADV Location | BELLEAIR BLUFFS, FL, United States |
| Contact Info | 727 xxxxxxx |
| Websites |
| AUM* | 112,971,876 50% |
| of that, discretionary | 112,971,876 50% |
| Number of Employees | 5 |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 302,874 26% |
| % High Net Worth | 17.57% 23% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
No private funds