Bell & Brown Wealth Advisors LLC

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Assets, Funds, Holdings

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Bell & Brown Wealth Advisors LLC
CRD #175419
SEC #801-96196
CIK #1725362
AUM $225.4 MM (99% Disc, 100% US, 2020-01-31)
Employees3 (67% Investors, 0% Brokers)
Phone949-396-1088
Address14 Corporate Plaza
Newport Beach, CA 92660
Source [IAPD] [EDGAR] [Website] [Facebook]
Total AUM ($MM)
230184138924602010201320172021
Sector Issuer Cap ($MM) Value ($MM)
BA 81,670.0 12.2
AAPL 1,372,810.0 11.0
DIS 218,470.0 8.0
MMM 87,480.0 6.6
JPM 291,970.0 6.2
QCOM 87,770.0 5.9
LLY 141,520.0 5.9
MRK 195,010.0 5.9
SBUX 90,850.0 5.7
WFC 107,670.0 5.5
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
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NY 0.2
TRED AVON Family Wealth LLC
MD 0.2
Paces Ferry Wealth Advisors LLC
GA 0.2
Lucien Stirling & Gray Advisory Group Inc
TX 0.2
Ramsey & Associates Inc
WA 0.2
Phraction Management LLC
CT 0.2
Carnick & Company Incorporated
CO 0.2
Knelman Asset Management Group LLC
MN 0.2
Executive Financial Planning Incorporated
MS 0.2
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