Belleair Wealth Management, LLC

Belleair Wealth Management, LLC (CRD# 131666) is a financial advisory firm headquartered in Belleair Bluffs, FL. They manage $75,364,004 in 314 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    75
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $240,013
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
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
James A. Bankes
CRD#: 2508793
2420 1st Avenue North, Saint Petersburg, FL 33713

James Bankes (CRD# 2508793) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Saint Petersburg, FL and has over 29 years of experience in the finance industry.

2
David J. Kruis
CRD#: 4274984
2811 West Bay Drive, Belleair Bluffs, FL 33770

David Kruis (CRD# 4274984) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Belleair Bluffs, FL and has over 17 years of experience in the finance industry.

3
Randy A. Pattison
CRD#: 2569261
2811 West Bay Drive, Belleair Bluffs, FL 33770

Randy Pattison (CRD# 2569261) is an Investment Advisor Representative working at Belleair Wealth Management, LLC in Belleair Bluffs, FL and has over 29 years of experience in the finance industry.

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