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BELL & BROWN WEALTH ADVISORS, LLC
CRD 175419File 801-96196
APPROVED
Retail clients
Custody
Filing as of Feb 6, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 433 | 505 | increased by72 |
| Mar 1, 2026 | AUM | $420,850,391 | $486,768,108 | increased by$65,917,717 |
| Mar 1, 2026 | Accounts | 797 | 608 | decreased by189 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 332 | 433 | increased by101 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $297,565,340 | $420,850,391 | increased by$123,285,051 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 421 | 797 | increased by376 |
| Apr 1, 2022 | Clients | 275 | 332 | increased by57 |
| Apr 1, 2022 | AUM | $252,953,278 | $297,565,340 | increased by$44,612,062 |
| Apr 1, 2022 | Accounts | 375 | 421 | increased by46 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BELL BROWN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BELL BROWN” may also match similarly-named firms). Confirm identity against each filing.
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.