← Directory
BELL & BROWN WEALTH ADVISORS, LLC
CRD 175419File 801-96196
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$486.8M
Above cohort median (national)
Discretionary AUM
$481.3M
Non-discretionary $5.5M
Clients
505
608 accounts
Employees
3
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 11, 2015
- Principal office
- 1305 PARK AVENUE, NEWPORT BEACH, CA, 92662
- Phone
- 949-396-1088
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $486.8M
- Discretionary AUM
- $481.3M
- Non-discretionary AUM
- $5.5M
- Discretionary accounts
- 605
- Non-discretionary accounts
- 3
- Total accounts
- 608
- AUM per client
- $964K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 4 | $6.4M |
| High net worth individuals | 150 | $384.9M |
| Pension and profit sharing plans | 1 | $188K |
| Individuals (other than high net worth individuals) | 350 | $95.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.