Bellars Harris Wealth Management

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

4429 Bonney Rd Ste 530, Virginia Beach, ...

Phone Number

(757) 704-4200

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Bellars Harris Wealth Management

Bellars Harris Wealth Management is a boutique wealth management firm located in Virginia Beach, VA, and Charleston, SC, specializing in serving multigenerational families. The firm offers a range of services including financial planning, tax planning, estate planning, and investment strategies, all built on a foundation of trust. Their target clients include families, business owners, women investors, and retirees, emphasizing a relationship-driven approach to wealth management. With a focus on helping clients achieve their financial goals, Bellars Harris aims to provide personalized guidance throughout life's milestones.Explore more
Bellars Harris Wealth Management's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bellars Harris Wealth Management Org Chart

PhoneEmail
CB
United States flag for contact location.

Manager, Cfp, Cdfa Wealth

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AB
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Manager, Wealth

PhoneEmail
LS
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Manager, Client Services

PhoneEmail

PhoneEmail
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TA
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Wealth Management Associate

PhoneEmail
TB
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Partner

PhoneEmail
ZH
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Financial Advisor

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Compare Similar Companies to Bellars Harris Wealth Management

Compare insights from companies similar to Bellars Harris Wealth Management, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bellars Harris Wealth Man...

<$5M
1-10
Private
-
2011
CB
Claudia BellarsManager, Cfp, Cdfa Wealth
$6.6M
11-50
Private
-
-
AW
Alejandra WalkupDirector, Marketing
$5.2M
1-10
Private
-
2018
<$5M
1-10
Private
-
-
MS
Melissa SchachnerDirector, Client Accounts & Ferguson Hill Wealth Management Financial Advisor
Illustration of an envelope

Bellars Harris Wealth Management Tech Stack

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Frequently Asked Questions Regarding Bellars Harris Wealth Management

What is Bellars Harris Wealth Management's official website?
Bellars Harris Wealth Management's official website is www.bellarsharriswealth.com
What is Bellars Harris Wealth Management's Revenue?
Bellars Harris Wealth Management's revenue is <$5 Million
What is Bellars Harris Wealth Management's SIC code?
Bellars Harris Wealth Management's SIC: 62,628
What is Bellars Harris Wealth Management's NAICS code?
Bellars Harris Wealth Management's NAICS: 52,523
How many employees does Bellars Harris Wealth Management have?
Bellars Harris Wealth Management has 1-10 employees
What industry does Bellars Harris Wealth Management belong to?
Bellars Harris Wealth Management is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Bellars Harris Wealth Management competition?
Bellars Harris Wealth Management top competitors include: Beyond Wealth Advisors, Goodrich Wealth Planning, Signature Wealth Partners, Ferguson Hill Wealth Management
What technology does Bellars Harris Wealth Management use?
Some of the popular technologies that Bellars Harris Wealth Management uses are: Ruxit, MarkMonitor Domain Management, Enom DNS Hosting, YouTube
How do I contact Bellars Harris Wealth Management?
Bellars Harris Wealth Management contact info: Phone number: (757) 704-4200 Website: www.bellarsharriswealth.com
What does Bellars Harris Wealth Management do?

Bellars Harris Wealth Management is a boutique wealth management firm located in Virginia Beach, VA, and Charleston, SC, specializing in serving multigenerational families. The firm offers a range of services including financial planning, tax planning, estate planning, and investment strategies, all built on a foundation of trust. Their target clie... nts include families, business owners, women investors, and retirees, emphasizing a relationship-driven approach to wealth management. With a focus on helping clients achieve their financial goals, Bellars Harris aims to provide personalized guidance throughout life's milestones.Read More

What are Bellars Harris Wealth Management social media links?
Bellars Harris Wealth Management Linkedin page Bellars Harris Wealth Management Facebook page
Is Bellars Harris Wealth Management a public company?
Bellars Harris Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Bellars Harris Wealth Management

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