Bell & Brown Wealth Advisors, LLC
Bell & Brown Wealth Advisors, LLC is an SEC-registered mass-market adviser in Newport Beach, CA with $486.8M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Bell & Brown Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 175419, SEC 801-96196, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $486.8M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Newport Beach, CA
- Employees
- 3
- Clients
- 505
- CRD
- 175419
- Ownership
- BELL, LANTZ, EDWARD; BROWN, JEFFREY, HARRY
How much AUM does Bell & Brown Wealth Advisors, LLC have?
Bell & Brown Wealth Advisors, LLC reported $486.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Bell & Brown Wealth Advisors, LLC?
Disclosed owners and executives of Bell & Brown Wealth Advisors, LLC include BELL, LANTZ, EDWARD, BROWN, JEFFREY, HARRY. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.