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| Bell & Brown Wealth Advisors LLC
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|---|---|
| CRD # | 175419 |
| SEC # | 801-96196 |
| CIK # | 0001725362 |
| AUM | 486.8 M (2026-02-06) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-396-1088 |
| Address | 1305 Park Avenue Newport Beach, CA 92662 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 16.8 | ||
| Apple Inc | 15.9 | ||
| Alphabet Inc | 15.3 | ||
| Lilly Eli & Co | 11.2 | ||
| Goldman Sachs Group Inc | 10.7 | ||
| Valero Energy Corp/Tx | 10.5 | ||
| Facebook Inc | 9.5 | ||
| J P Morgan Chase & Co | 9.5 | ||
| Amazon Com Inc | 8.0 | ||
| Fedex Corp | 7.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 350 | 95.3 |
| (b) Individuals (high net worth individuals) | 150 | 384.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.2 |
| (h) Charitable organizations | 4 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 608 | 486.8 |
| By Discretionary | ||
| Discretionary | 605 | 481.3 |
| Non-Discretionary | 3 | 5.5 |
| Total | 608 | 486.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 486.8 | |
| Total | 608 | 486.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001725362] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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44 Wealth Management LLC
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Brown Lisle/Cummings Inc
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Ballina Capital LLC
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|
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|
NWK Group Inc
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