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BELL & BROWN WEALTH ADVISORS, LLC
CRD 175419 · SEC 801-96196
1305 PARK AVENUE, NEWPORT BEACH, CA, 92662, United States
Phone
949-396-1088
Fax
949-396-1087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$486.8M
Discretionary AUM
$481.3M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Portfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $95.3M |
| High net worth individuals | 150 | $384.9M |
| Pension/profit sharing plans | 1 | $188K |
| Charitable organizations | 4 | $6.4M |
States served
AZ, AR, CA, CO, LA, NE, NV, OR, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD