Belleair Bluffs, FL Office
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Belleair Wealth Management, LLC
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About
Belleair Wealth Management, LLC is a fee‑based registered investment adviser that provides discretionary portfolio management and wealth‑management services to individual and high‑net‑worth clients, and also offers standalone consulting on retirement plan benchmarking, consolidated reporting, real‑estate and private‑placement reviews, and insurance/annuity contract analysis. The firm reports approximately $111 million in discretionary assets under management across about 150 client relationships.
Belleair implements diversified, discretionary asset‑allocation portfolios composed of equities, fixed‑income securities, mutual funds, ETFs and cash, and when appropriate employs options and other derivatives—explicitly avoiding uncovered option sales—to manage risk and pursue returns. Its investment process combines fundamental, quantitative, technical, cyclical and behavioral analysis and uses portfolio construction tools such as modern/post‑modern portfolio theory, core‑satellite structures and tactical allocation modeling.
The firm’s brochure discloses two relatively uncommon affiliations for a firm of this size: an affiliated insurance agency whose principals are licensed to sell life, health and annuity products, and an affiliated CPA/accounting practice whose principal devotes substantial time during tax season. Those relationships, and the potential for in‑house referrals or commission income, are identified as possible conflicts of interest and the firm documents disclosures and time‑management considerations to address them while offering both managed accounts and separate consulting engagements.
Based on Belleair Wealth Management, LLC
Expertise
Based on Belleair Wealth Management, LLC
Location
2811 West Bay Drive
Belleair Bluffs FL 33770
Advisors at this office
3
Advisors at this office
James B
PFS™, Series 63, Series 66
Belleair Bluffs, FL
Belleair Wealth Management, LLC
James Bankes is a financial advisor with Belleair Wealth Management, LLC, holding the PFS™ designation and Series 63 and 66 licenses, with 31 years of industry experience. He previously worked at Raymond James Financial Services Advisors, Inc. and operates Bankes Planning Associates, Inc., where he serves as CEO and CPA specializing in tax planning and accounting services. Bankes also holds a role as an independent insurance agent. Belleair Wealth Management provides fee-based discretionary portfolio management and wealth-management services to individual and high-net-worth clients. The firm employs a diversified investment approach combining multiple analytical methods and portfolio construction tools while offering additional consulting services including retirement plan benchmarking and insurance contract analysis.
David K
Series 63, Series 65
Belleair Bluffs, FL
Belleair Wealth Management, LLC
David Kruis is a financial advisor with Belleair Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His career includes roles at Crossplan Money Management, Raymond James Financial Services, and Calton & Associates. He also serves as an officer of David J Kruis, LLC, where he is involved in the sale of life insurance products and acts as a sales solicitor for Belleair Wealth Management. Belleair Wealth Management, LLC is a fee-based registered investment adviser managing approximately $111 million in discretionary assets for individual and high-net-worth clients. The firm offers diversified portfolio management and specialized consulting services, employing a multifaceted investment approach that integrates various analytical methods and portfolio construction tools.
Randy P
Series 65, Series 66
Belleair Bluffs, FL
Belleair Wealth Management, LLC
Randy Pattison is a financial advisor at Belleair Wealth Management, LLC with 17 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Transamerica Financial Advisors and Wells Fargo Clearing. In addition to his advisory role, he manages Belleair Health, LLC, a Florida insurance agency offering life and health insurance products. Belleair Wealth Management provides discretionary portfolio management and wealth-management services to individual and high-net-worth clients. The firm employs diversified asset-allocation strategies incorporating equities, fixed income, mutual funds, ETFs, and derivatives, supported by a combination of fundamental, quantitative, technical, cyclical, and behavioral analysis.
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