| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey Harry Brown Control | Managing Member | 50-75% | 2015 |
| Lantz Edward Bell Control | Chief Compliance Officer And Managing Member | 50-75% | 2015 |
Bell & Brown Wealth Advisors, LLC reports $486.8 million in regulatory assets under management on its Form ADV.
Bell & Brown Wealth Advisors, LLC reports 3 employees.
Bell & Brown Wealth Advisors, LLC is based in Newport Beach, CA and has been SEC-registered since 2015.
Bell & Brown Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1305 Park Avenue, Newport Beach, CA 92662 |
| Phone | 949-396-1088 |
| Fax | 949-396-1087 |
| Office hours | 6:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1725362 |
| Discloses disciplinary history | No |
| Discretionary | $481.3M |
| Non-discretionary | $5.5M |
| Total (RAUM) | $486.8M |