Bell & Brown Wealth Advisors, LLC

RIASEC Registered

Total AUM

$487M

Discretionary

$481M

99% of AUM

Avg account

$801K

Accounts

608

Employees

3

Advisory reps

3

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

FINTRX

Overview

Bell & Brown Wealth Advisors, LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2015. The firm charges fees as a percentage of assets under management and focuses on portfolio management for individuals and small businesses while also providing pension consulting services. Its client base spans individual and family investors as well as institutional clients. Bell & Brown does not act as a capital allocator and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities45%
State & Local Bonds30%
US Government Bonds10%
Investment Grade Corp Bonds5%
Public Funds/Mutual Funds5%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 3

Active vs passive

$5.7M in ETFs

Passive

100%

$5.7M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SPDR GOLD TRUST (GLD)	State Street	Passive	Commodities Focused	$5.1M	13,518	90.61%

Unlock additional holdings →

Primary office

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

Similar firms

Ducere Wealth Management

Newport Beach, CA

AUM $504MTEAM 11REPS 8

RBA Wealth Management, LLC

Newport Beach, CA

AUM $452MTEAM 7REPS 4

Pavion Blue Capital, LLC

Newport Beach, CA

AUM $444MTEAM 4REPS 2

Engaged Capital

Newport Beach, CA

AUM $432MTEAM 11REPS 7

Flatrock Wealth Partners LLC

Newport Beach, CA

AUM $418MTEAM 4REPS 3

MIG Capital, LLC

Newport Beach, CA

AUM $590MTEAM 3REPS 4

More RIAs in Newport Beach →All California RIAs →