Bell and Brown Wealth Advisors
Bell & Brown Wealth Advisors, established in 2015, is a wealth manager and registered investment adviser based in Newport Beach, California. It provides investment advisory services, including portfolio management and asset management.
Bell and Brown Wealth Advisors
Bell & Brown Wealth Advisors, established in 2015, is a wealth manager and registered investment adviser based in Newport Beach, California. It provides investment advisory services, including portfolio management and asset management. The firm offers services to individuals, high-net-worth individuals, trusts, and corporations.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
—
Location
Region
—
Country
—
City
Newport Beach
Corporate office
1305 Park Avenue
Frequently asked questions
What is Bell and Brown Wealth Advisors?
Bell and Brown Wealth Advisors is a bank / wealth / trust headquartered in Newport Beach.
When was Bell and Brown Wealth Advisors founded?
Bell and Brown Wealth Advisors was founded in 2015.
Where is Bell and Brown Wealth Advisors headquartered?
Bell and Brown Wealth Advisors is headquartered in Newport Beach.
What does Altss track for Bell and Brown Wealth Advisors?
Altss maintains an OSINT-verified profile of Bell and Brown Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Bell and Brown Wealth Advisors's website?
Bell and Brown Wealth Advisors's public website is www.bellbrownadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Bell and Brown Wealth Advisors?
Bell and Brown Wealth Advisors is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Bell and Brown Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Bell and Brown Wealth Advisors?
Bell and Brown Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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