Overview
Assets Under Management: $421 million
Headquarters: NEWPORT BEACH, CA
High-Net-Worth Clients: 120
Average Client Assets: $3 million
Frequently Asked Questions
BELL & BROWN WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #175419), BELL & BROWN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BELL & BROWN WEALTH ADVISORS, LLC is headquartered in NEWPORT BEACH, CA.
BELL & BROWN WEALTH ADVISORS, LLC serves 120 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, BELL & BROWN WEALTH ADVISORS, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
BELL & BROWN WEALTH ADVISORS, LLC manages $421 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, BELL & BROWN WEALTH ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.51
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 797
Discretionary Accounts: 639
Non-Discretionary Accounts: 158
Regulatory Filings
CRD Number: 175419
Last Filing Date: 2025-01-30 00:00:00
Website: https://bellbrownadvisors.com