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BELL & BROWN WEALTH ADVISORS, LLC

NEWPORT BEACH, CA · CRD 175419 · IAPD ↗ · 949-396-1088

$486.8MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — BELL & BROWN WEALTH ADVISORS, LLC notice-filed in AZ, CO, FL, NE, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2025 — BELL & BROWN WEALTH ADVISORS, LLC reported RAUM up 30% ($324.8M -> $420.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
March 2024 — BELL & BROWN WEALTH ADVISORS, LLC notice-filed in AR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.