SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Bell & Brown Wealth Advisors, LLC
Newport Beach, CA
CRD 175419
Firm filing updated February 6, 2026 ·
- $486.8MAssets
- 505Clients
- 2Advisory staff
- 608Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesNo
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals350
- High net worth individuals150
- Charities4
- Pension and profit sharing plans1
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 350 | $95.3 million |
| High net worth individuals | 150 | $384.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $187,824 |
| Charitable organizations | 4 | $6.4 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$486.8 million
- Accounts608
- Discretionary$481.3 million · 605 accounts
- Non-discretionary$5.5 million · 3 accounts
People
- Employees3
- Advisory staff2
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 175419, SEC file 801-96196.
- Registered with the SEC as an investment advisor (status date on record: May 11, 2015).
Is Bell & Brown Wealth Advisors, LLC a fiduciary?
Short answer: Bell & Brown Wealth Advisors, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.