SEC Form ADV · CIK 1725362

BELL & BROWN WEALTH ADVISORS, LLC

Registered Investment AdviserCA
$486.8M
Assets Under Management
608
Total Clients
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Registration Details

CIK
1725362
Accession
CRD-175419
Location
NEWPORT BEACH, CA
Filing Date
February 6, 2026
AUM
$486.8M
Total Clients
608
Amendment
No

About this Adviser

BELL & BROWN WEALTH ADVISORS, LLC is a registered investment adviser headquartered in NEWPORT BEACH, CA, managing approximately $486.8M in assets across 608 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.