Skip to content
Bell & Brown Wealth Advisors logo
Bank / Wealth / Trust

Updated:

Bell & Brown Wealth Advisors

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...

Overview

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.

General information

Firm type

Bank / Wealth / Trust

Year founded

2015

Location

Region

North America

Country

United States

City

Newport Beach

Corporate office

Newport Beach, CA, United States

Sector focus

Wealth Management

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Need institutional-grade insight on investors?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

More Bank / Wealth / Trust profiles