Bell City Wealth, Inc.
Bell City Wealth, Inc. is an SEC-registered mass-market adviser in Hillsboro, OH with $163.3M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Bell City Wealth, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 326354, SEC 801-128174, data through 2026-02-20.
- AUM (assets under management / regulatory AUM)
- $163.3M (2026-02-20)
- Firm type
- Mass-Market Adviser
- Location
- Hillsboro, OH
- Employees
- 2
- Clients
- 347
- CRD
- 326354
- Ownership
- YOUNG, DENISE, MICHELLE; CARROLL, RICHARD, ALAN; O'DELL, RICK, CLAUDE
How much AUM does Bell City Wealth, Inc. have?
Bell City Wealth, Inc. reported $163.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-20).
Who owns Bell City Wealth, Inc.?
Disclosed owners and executives of Bell City Wealth, Inc. include YOUNG, DENISE, MICHELLE, CARROLL, RICHARD, ALAN, O'DELL, RICK, CLAUDE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.