Overview
Assets Under Management: $185 million
Headquarters: AUSTIN, TX
High-Net-Worth Clients: 81
Average Client Assets: $1.9 million
Frequently Asked Questions
BELL WEALTH MANAGEMENT INC. 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 #114259), BELL WEALTH MANAGEMENT INC. is subject to fiduciary duty under federal law.
BELL WEALTH MANAGEMENT INC. is headquartered in AUSTIN, TX.
BELL WEALTH MANAGEMENT INC. serves 81 high-net-worth clients according to their SEC filing dated October 11, 2018. View client details ↓
According to their SEC Form ADV, BELL WEALTH MANAGEMENT INC. offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
BELL WEALTH MANAGEMENT INC. manages $185 million in client assets according to their SEC filing dated October 11, 2018.
According to their SEC Form ADV, BELL WEALTH MANAGEMENT INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.56%
Average Client Assets: $1.9 million
Total Client Accounts: 153
Discretionary Accounts: 145
Non-Discretionary Accounts: 8
Regulatory Filings
CRD Number: 114259
Filing ID: 1245529
Last Filing Date: 2018-10-11 21:20:00