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).
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Total Assets Under Management75MILLION
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Total Number of Accounts314ACCOUNTS
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Average Account Value$240,013
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, FL
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.
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.
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.