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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Bell & Brown Wealth Advisors LLC
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| CRD # | 175419 |
| SEC # | 801-96196 |
| CIK # | 0001725362 |
| AUM | $420.9 M (2025-01-30) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 949-396-1088 |
| Address | 1305 Park Avenue Newport Beach, CA 92662 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 17.7 | ||
| Apple Inc | 12.8 | ||
| Facebook Inc | 12.6 | ||
| Alphabet Inc | 10.2 | ||
| Goldman Sachs Group Inc | 10.1 | ||
| J P Morgan Chase & Co | 9.9 | ||
| Lilly Eli & Co | 9.8 | ||
| Amazon Com Inc | 8.3 | ||
| Microsoft Corp | 8.0 | ||
| Exxon Mobil Corp | 8.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 300 | 96.6 |
| (b) Individuals (high net worth individuals) | 120 | 309.4 |
| (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 | 6 | 3.3 |
| (h) Charitable organizations | 7 | 11.6 |
| (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 | 797 | 420.9 |
| By Discretionary | ||
| Discretionary | 639 | 404.5 |
| Non-Discretionary | 158 | 16.4 |
| Total | 797 | 420.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 420.9 | |
| Total | 797 | 420.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001725362] |
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|---|---|---|
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Access Financial Services Inc
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MN | 0.4 |
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Zephyr Investment Management Inc
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CA | 0.4 |
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Indivisible Partners LLC
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FL | 0.4 |
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Go Invest LLC
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UT | 0.4 |
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Astoria Strategic Wealth Inc
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0.4 | |
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Laurus Global Equity Management Inc
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0.4 | |
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Joyce Wealth Management LLC
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TX | 0.4 |
|
Balanced Wealth Group LLC
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OH | 0.4 |
|
SMH Capital Advisors LLC
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|
TX | 0.4 |
|
The Pines Wealth Management LLC
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|
NC | 0.4 |