Bell & Brown Wealth Advisors, LLC

RIASEC RegisteredEst. 2015
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, fee-for-service registered investment adviser formed in 2015 and organized as an LLC. The firm serves individual and family clients alongside institutional relationships, charging a percentage-of-AUM fee. Its advisory work centers on portfolio management for individuals and small businesses and includes pension consulting services. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 45%, State & Local Bonds 30%, US Government Bonds 10%, Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 5%, Cash & Cash Equivalents 5%45%
  • Exchange Traded Equities45%
  • State & Local Bonds30%
  • US Government Bonds10%
  • Investment Grade Corp Bonds5%
  • Public Funds/Mutual Funds5%

Contacts

3 of 3
  • Jeffrey Brown

    Jeffrey Brown

    Managing Partner and Senior Portfolio ManagerCRD 2268949

  • Marilyn Horsley

    Marilyn Horsley

    Senior Administrative DirectorCRD 1417652

  • Lantz Bell

    Lantz Bell

    Founder & Managing PartnerCRD 1201824

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 3

Active vs passive

$5.9M in ETFs

Passive

100%

$5.9M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR GOLD TRUST (GLD)State StreetPassiveCommodities Focused$5.4M14,56991.14%
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Location

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth