Belleair Wealth Management provides portfolio management for individuals and small businesses.
Belleair Wealth Management reports 150 clients. They include 125 individual clients and 25 high-net-worth individuals. Of its assets, 100.0% ($111M across 384 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 83% | 32% |
| High-net-worth individuals | 17% | 68% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 125 | $35.5M | 32.0% | $284K |
| High-net-worth individuals | 25 | $75.3M | 67.7% | $3.01M |
| Charitable organizations | Fewer than 5 | $332K | 0.3% | — |
| Total | 150 | $111M | 100% | — |
- Clients
- 125
- Regulatory AUM
- $35.5M
- AUM share
- 32.0%
- Avg. per client
- $284K
- Clients
- 25
- Regulatory AUM
- $75.3M
- AUM share
- 67.7%
- Avg. per client
- $3.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $332K
- AUM share
- 0.3%
- Avg. per client
- —
Total
- Clients
- 150
- Regulatory AUM
- $111M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
Belleair Wealth Management charges 0.85%–2.00% a year for its Asset Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 2.00% |
| $500K–$1M | 1.50% |
| $1M–$2M | 1.00% |
| $2M and above | 0.85% |
Fee details and sources
Other fees
- General Consulting
- General consulting is a negotiable hourly rate not to exceed $500 per hour.
Ralan, LLC owns 75% or more of Belleair Wealth Management and is in turn owned by Randy Pattison (75% or more). The leadership team of Belleair Wealth Management includes Chief Compliance Officer Randy Pattison. It has 6 employees, 5 of them in advisory roles.
Leadership
Randy PattisonMember & Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
- Melissa Alene Pinkerton
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 insurance agents
- Owns 75% or more of Belleair Wealth Management, LLC
Ralan, LLC
Control person · since April 2012
- Owns 75% or more of Ralan, LLC
Randy Pattison
Control person · since April 2012
Besides its headquarters, Belleair Wealth Management has 1 office, with 2 listed addresses in Florida and South Carolina.
Florida · 1 listed address
- 2811 West Bay Drive, Belleair BluffsHQ
South Carolina · 1 listed address
- 885 Gold Hill Road, Fort Mill
Contact and registration details
- Legal name
- Belleair Wealth Management, LLC
- Headquarters
- 2811 West Bay Drive, Belleair Bluffs, FL 33770
- Website
- Not reported
- Phone
- 727-586-5655
- @belleair-wealth-management
- SEC file
- 801-134914
- Structure
- Florida LLC
- Fiscal year end
- December
Belleair Wealth Management uses Charles Schwab ($111M) as custodian for its separately managed accounts. Belleair Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $111M100%
At year end, Belleair Wealth Management’s separately managed accounts were mostly in stocks (65%) and bonds (20%).
What the accounts hold
- Stocks65%
- Exchange-traded equities43%
- Non-exchange-traded equities22%
- Bonds20%
- U.S. government and agency bonds15%
- Investment grade corporate bonds5%
- Cash13%
- Other2%
- Derivatives1%
- Annuities1%
How many clients does Belleair Wealth Management have?
Belleair Wealth Management has 150 clients and manages $111 million for them, as of March 2026. They include 125 individual clients and 25 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 March 2026
What services does Belleair Wealth Management offer?
Belleair Wealth Management provides portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Belleair Wealth Management charge?
Belleair Wealth Management charges 0.85%–2.00% a year for its Asset Management Fee. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Which custodians does Belleair Wealth Management use?
Belleair Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $111M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 March 2026
How many financial advisors does Belleair Wealth Management have?
Belleair Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Belleair Wealth Management invest in?
At the end of its last fiscal year, Belleair Wealth Management’s separately managed accounts held 43% exchange-traded equities, 22% non-exchange-traded equities, 15% U.S. government and agency bonds, 13% cash and equivalents, 5% investment grade corporate bonds, 1% derivatives and 1% other. The 1% other category is described as: Annuities.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Belleair Wealth Management?
Belleair Wealth Management is owned through a holding company by Randy Pattison. Its direct owner is Ralan, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 March 2026
How does Belleair Wealth Management get paid?
Belleair Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Belleair Wealth Management?
Belleair Wealth Management’s main office is at 2811 West Bay Drive, Belleair Bluffs, FL 33770. Its phone number is 727-586-5655.