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Bellars Harris Wealth Management, LLC

EST. AUM
$505,382,390

CONTACTS
4

CLIENT ACCOUNTS
1,496

Firm Details

Metro area Virginia Beach
CRD Number 338986
Website bellarsharriswealth.com
Client types

Overview

Bellars Harris Wealth Management is a Virginia Beach–based independent wealth management firm and SEC-registered investment adviser providing financial planning and investment advisory services to individuals, families, business owners, and other high-net-worth clients. The team offers goals-based planning, portfolio management, retirement income strategies, estate and charitable planning, and business-owner advisory services.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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