BELL & BROWN WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$486,768,108
Discretionary
$481,315,911
Non-discretionary
$5,452,197
Firm details
- CRD number
- 175419
- SEC file number
- 801-96196
- Main office
- NEWPORT BEACH, CA, United States
- Employees
- 3
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.