DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Belleair Wealth Management, LLC

Independent wealth managerBelleair Bluffs, FloridaCRD 131666SEC 801-134914websiteIAPD
Latest filing Mar 18, 2026
First filing on the tape Dec 11, 2025 · 2 filings
SEC status approved since Dec 9, 2025
RAUM
$111M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$111M individuals and HNW
Advisors
5
registered through the firm on IAPD
RAUM per advisor
$22.2M
derived; firm RAUM over IAPD count
Employees
6
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
2 filings and snapshots on the tape
RAUM$111M as of Mar 18, 2026
Dec 11, 2025$113M then
HNW client RAUM$75.3M as of Mar 18, 2026
Dec 11, 2025$78.1M then
State-registered IARs (5.B.3)5 as of Mar 18, 2026
Dec 11, 20255 then
Employees (5.A)6 as of Mar 18, 2026
Dec 11, 20255 then
Private funds: no history
RAUM n/a over the last fiscal year
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
$22.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
30derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.0MderivedHNW RAUM over HNW clients
Average account
$289,479derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.3%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.2derivedItem 5.A over advisors
Advisors per office
2.5derived2 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assetsreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$75.3M68%
  • Individuals$35.5M32%
  • Charitable organizations$332,4240.3%
Individual clients
125reported
HNW clients
25reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
384reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUMreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Randy Alan PattisonBelleair Bluffs, FlApr 16, 201231 y2
David John KruisBelleair Bluffs, FlApr 28, 201525 y2
James Anthony BankesPersonal Financial SpecialistBelleair Bluffs, FlJul 10, 201931 y2
Tamrah Jennifer BordiniFort Mill, ScSep 16, 202422 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
    Teams outTeams in
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Alan Randy Pattison · Member & Chief Compliance Officercontrol
      since 04/2012 · owns less than 5%
    Entity owners
    • Ralan, LLC · Holding Company And Managing Member
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Belleair Bluffs, Fl · principal400
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 373 to 384
      Dec 11, 2025 to Mar 18, 2026
    • HNW clients · 26 to 25
      Dec 11, 2025 to Mar 18, 2026
    • Individual clients · 121 to 125
      Dec 11, 2025 to Mar 18, 2026
    • Assets in custody · unset to 111159804.0
      Dec 11, 2025 to Mar 18, 2026
    • Employees · 5 to 6
      Dec 11, 2025 to Mar 18, 2026
    • Discretionary RAUM · $113M to $111M
      Dec 11, 2025 to Mar 18, 2026
    • HNW RAUM · $78.1M to $75.3M
      Dec 11, 2025 to Mar 18, 2026
    • Individual RAUM · $34.6M to $35.5M
      Dec 11, 2025 to Mar 18, 2026
    • RAUM · $113M to $111M
      Dec 11, 2025 to Mar 18, 2026
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Business phone
    727-586-5655reportedpublished by the firm, firm site, Sep 16, 2026
    Firm profile
    linkedin.com/company/belleair-wealth-managementreportedpublic record, Form ADV, Sep 17, 2026
    Website
    bwmadvisors.comreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    727-586-5655reportedpublic record, Form ADV, Mar 18, 2026
    Contact form
    belleairwealthmanagement.com/contact-us.htmreportedpublished by the firm, firm site, Sep 16, 2026
    Team page
    belleairwealthmanagement.com/team.htmreportedpublished by the firm, firm site, Sep 16, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Independent wealth managerderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $22.2Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026