1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2BELL & BROWN WEALTH ADVISORS, LLC

Map pinNEWPORT BEACH, CA
Phone949-396-1088
NotebookSEC #801-96196
Total AUM
$486.8M
Employees
3
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1305 PARK AVENUE
NEWPORT BEACH
CA 92662
United States
Operating Hours
6:00AM - 4:00PM
Monday - Friday
Phone
949-396-1088

ReceiptFinancials

Total AUM
$486.8M
Accounts
608
Discretionary
$481.3M
Accounts
605
Non-Discretionary
$5.5M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
350
AUM
$95.3M
HNW Individual Clients
150
AUM
$384.9M
Pension/Profit Sharing Plan Clients
1
AUM
$187.8K
Charitable Organization Clients
4
AUM
$6.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLLANENVORTNTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account