{"url":"https://nivawealth.com/firms/belleair-wealth-management-131666","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/131666","regulatoryAum":111159804,"crd":"131666","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"2508793","suffix":null,"lastName":"BANKES","firstName":"JAMES","middleName":"ANTHONY"},{"crd":"7865020","suffix":null,"lastName":"Bordini","firstName":"Tamrah","middleName":"Jennifer"},{"crd":"4274984","suffix":null,"lastName":"KRUIS","firstName":"DAVID","middleName":"JOHN"},{"crd":"2569261","suffix":null,"lastName":"PATTISON","firstName":"RANDY","middleName":"ALAN"},{"crd":"4667685","suffix":null,"lastName":"PINKERTON","firstName":"MELISSA","middleName":"ALENE"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134914","legalName":"Belleair Wealth Management, LLC","displayName":"Belleair Wealth 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2012.","parent":"Ralan, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Florida","offices":1,"addresses":[{"street":"2811 West Bay Drive","city":"Belleair Bluffs","headquarters":true}]},{"state":"South Carolina","offices":1,"addresses":[{"street":"885 Gold Hill Road","city":"Fort Mill"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"727-586-5655","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses"],"financialPlanningClients":null,"assetMix":[{"label":"Exchange-traded equity securities","percent":43},{"label":"Non-exchange-traded equity securities","percent":22},{"label":"U.S. government/agency bonds","percent":15},{"label":"Investment grade corporate 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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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Belleair Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Belleair Wealth Management charge?","answer":"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.","source":"DISCLOSURE BROCHURE, filed 16 October 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Belleair Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Belleair Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Belleair Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Belleair Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Belleair Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Belleair Wealth Management?","answer":"Belleair Wealth Management’s main office is at 2811 West Bay Drive, Belleair Bluffs, FL 33770. Its phone number is 727-586-5655.","source":"Form ADV Part 1A, Item 1.F, filed 18 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}