Bell & Brown Wealth Advisors, LLC
● SEC registered since 2015CRD 175419SEC# 801-96196Newport Beach, CA
Reg. AUM
$486.8M
Employees
3
Accounts
608
Location
Newport Beach, CA
Bell & Brown Wealth Advisors, LLC assets under management
Bell & Brown Wealth Advisors, LLC is a registered investment adviser overseen by the SEC based in Newport Beach, CA. The firm has been registered since 2015. It reports $486.8 million in regulatory assets under management and employs 3 people.
Bell & Brown Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Harry Brown Control | Managing Member | 50-75% | 2015 |
| Lantz Edward Bell Control | Chief Compliance Officer And Managing Member | 50-75% | 2015 |
Frequently asked questions
How much does Bell & Brown Wealth Advisors, LLC manage?
Bell & Brown Wealth Advisors, LLC reports $486.8 million in regulatory assets under management on its Form ADV.
How many employees does Bell & Brown Wealth Advisors, LLC have?
Bell & Brown Wealth Advisors, LLC reports 3 employees.
Where is Bell & Brown Wealth Advisors, LLC located?
Bell & Brown Wealth Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2015.
Does Bell & Brown Wealth Advisors, LLC disclose fund performance?
Bell & Brown Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1305 Park Avenue, Newport Beach, CA 92662 |
| Phone | 949-396-1088 |
| Fax | 949-396-1087 |
| Office hours | 6:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1725362 |
| Discloses disciplinary history | No |
Regulatory AUM
$486.8M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$486.8Mregulatory AUM
Discretionary $481.3MNon-discretionary $5.5M