# Bell and Brown Wealth Advisors

Bell and Brown Wealth Advisors is a Bank / Wealth / Trust based in Newport Beach, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Newport Beach, United States
- **Region:** North America
- **Address:** Newport Beach, CA, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** www.bellbrownadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/bell-brown-advisors

## Regulatory record

- **CRD number:** 175419
- **SEC file number:** 801-96196
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/175419

## About

Bell & Brown Wealth Advisors is an SEC-registered investment adviser in Newport Beach, CA, registered since 2015. The firm manages $487 million in assets, $481 million on a discretionary basis. It has 3 employees and 2 investment advisers.

## Questions

### Who runs investment decisions at Bell and Brown Wealth Advisors?

No named principals or investment decision makers are disclosed in available records.

### What asset classes does Bell and Brown Wealth Advisors deploy into?

Available information does not specify asset-class allocations or named holdings.

### Does Bell and Brown Wealth Advisors participate in fund commitments or direct deals?

The firm offers portfolio management and asset management services; specific structures are not detailed publicly.

## Related profiles

- [Belk Pension Plan](https://altss.com/profile/belk-pension-plan)
- [Bell Asset Management](https://altss.com/profile/bell-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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