Belleair Wealth Management, LLC

Belleair Wealth Management, LLC (CRD# 131666) is a financial advisory firm headquartered in Belleair Bluffs, FL. They manage $30,900,000 in 323 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    323
    ACCOUNTS
  • Average Account Value
    $95,666
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL

Financial Advisors at Belleair Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
David J. Kruis
CRD#: 4274984
2811 West Bay Drive, Belleair Bluffs, FL 33770
93
Wealthminder
score

David Kruis (CRD# 4274984) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Belleair Bluffs, FL and has over 10 years of experience in the finance industry.

2
Randy A. Pattison
CRD#: 2569261
2811 West Bay Drive, Belleair Bluffs, FL 33770
81
Wealthminder
score

Randy Pattison (CRD# 2569261) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Belleair Bluffs, FL and has over 22 years of experience in the finance industry.

3
Luke A. Andrews
CRD#: 6308713
2811 West Bay Drive, Belleair Bluffs, FL 33770
77
Wealthminder
score

Luke Andrews (CRD# 6308713) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Belleair Bluffs, FL and has over 2 years of experience in the finance industry.

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