Managing Partner · Bellars Harris Wealth Management
Brad A. Harris
CRD 4492677 · Named on Form ADV at one SEC-registered adviser
At a glance
Bellars Harris Wealth Management, an SEC-registered wealth manager based in Virginia Beach, VA with $505 million in regulatory assets, lists Brad A. Harris on its Form ADV as Managing Partner, a control person.
Firms and roles
- Bellars Harris Wealth ManagementManaging PartnerWealth manager · Virginia Beach, VA · $505M in regulatory assets
AtlasMembers
Brad’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Timothy J. BellarsPresident, Bellars Harris Wealth Management
- Claudia P. BellarsManaging Partner, Bellars Harris Wealth Management
- Michelle A. McCarthyChief Compliance Officer, Bellars Harris Wealth Management
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.