Belleair Wealth Management, LLC

CRD 131666 · Belleair Bluffs, FL · $111.2M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 131666
SEC number: 801-134914
Firm type: RIA
Assets under management: $111.2M as of Mar 18, 2026
Website: www.linkedin.com/company/belleair-wealth-management ↗
Phone: 727-586-5655
Address: 2811 West Bay Drive, Belleair Bluffs, FL, 33770

Advisors at this firm

5 in our index · page 1 of 1

James Anthony BankesCRD 2508793 · Belleair Bluffs, FL

IA RegisteredRegistration inactive
Tamrah Jennifer BordiniCRD 7865020 · Fort Mill, SC

IA Registered
David John KruisCRD 4274984 · Belleair Bluffs, FL

IA RegisteredRegistration inactive
Randy Alan PattisonCRD 2569261 · Belleair Bluffs, FL

IA Registered
Melissa Alene PinkertonCRD 4667685 · Belleair Bluffs, FL

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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