NEWPORT BEACH, CACRD 175419Latest ADV February 6, 2026
Bell & Brown Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated February 6, 2026, reports $487M in regulatory assets under management, 3 employees, and 608 accounts.
Assets Under Management
$487M
Employees
3
Offices
--
Total Clients
505
Primary office
NEWPORT BEACH, CA
1305 PARK AVENUE, NEWPORT BEACH, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.3% of total clients.
Top client categories% of clientsClients
1
Individuals
69.3%
350
2
HNWI
29.7%
150
3
Charitable
0.8%
4
4
Pension Plans
0.2%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$487Mas of February 6, 2026
Discretionary98.9%
$481M
99% of total RAUM98.9%
Non-discretionary1.1%
$5M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$487M
Total Accounts608
10Y AUM Change+$297M (+156.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee168:1
10Y Employee Change+1 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.