BELL & BROWN WEALTH ADVISORS, LLC
Firm details
- Headquarters
- NEWPORT BEACH, California
- CRD number
- 175419
- Registered since
- May 11, 2015
- Website
- bellbrownadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.08%
- Individuals19.57%
- Charitable Organizations1.31%
- Pension & Profit Sharing Plans0.04%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Bell & Brown Wealth Advisors, LLC is an LLC-style registered investment adviser that began SEC registration in 2015. The firm is owned by an individual and serves both individual/family and institutional clients. Its primary fee model is a percentage of assets under management, and its advisory services emphasize portfolio management for individuals and small businesses alongside pension consulting work. The firm does not identify as an active ESG investor in the filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities45%
- State & Local Bonds30%
- US Government Bonds10%
- Investment Grade Corp Bonds5%
- Public Funds/Mutual Funds5%
Contacts
3 of 3JEFFREY BROWN
Managing Partner and Senior Portfolio ManagerCRD 2268949
MARILYN HORSLEY
Senior Administrative DirectorCRD 1417652
LANTZ BELL
Founder & Managing PartnerCRD 1201824
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 2Active vs passive
$6.6M in ETFs
100%
$6.6M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $6.3M | 14,696 | 96.35% |
Location
NEWPORT BEACH, CA
ORANGE
Location
NEWPORT BEACH, CA
Headquartered in NEWPORT BEACH, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 1305 Park Ave
- Time zone
- PT (UTC-8)
- Office locations
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