BELL WEALTH MANAGEMENT INC.
CRD #114259 SEC #801-79282 AUSTIN, TX 512-347-9500
SEC Registered
Total AUM
$185.4M
Discretionary
$177.7M
Employees
3
Clients
51
Accounts
153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2018 | $185.4M | $177.7M | $7.7M | 3 | 1 |
| Oct 2018 | $185.4M | $177.7M | $7.7M | 3 | 145 |
| Mar 2018 | $185.4M | $177.7M | $7.7M | 3 | 145 |
| Mar 2017 | $150.7M | $143.6M | $7.1M | 4 | 126 |
| Mar 2016 | $134.1M | $128M | $6.1M | 4 | 126 |
| Feb 2015 | $126.2M | $119.6M | $6.6M | 4 | 100 |
| Feb 2014 | $111.3M | $105.6M | $5.7M | 4 | 100 |
| Jun 2012 | $76.4M | $74M | $2.4M | 1 | 26 |
| Apr 2012 | $76.4M | $74M | $2.4M | 1 | 26 |
| Jan 2012 | $76.4M | $74M | $2.4M | 1 | 26 |
| Dec 2011 | $76.4M | $74M | $2.4M | 1 | 26 |
| Dec 2011 | $76.4M | $74M | $2.4M | 1 | 26 |
| May 2011 | $73.5M | $70M | $3.5M | 5 | -- |
| Apr 2011 | $73.5M | $70M | $3.5M | 5 | -- |
| Mar 2011 | $73.5M | $70M | $3.5M | 5 | -- |
| Feb 2011 | $68.2M | $68.2M | $0 | 5 | -- |
| Apr 2009 | $41.5M | $41.5M | $0 | 5 | -- |
| Feb 2009 | $40M | $40M | $0 | 5 | -- |
| Mar 2007 | $50.5M | $50.5M | $0 | 5 | -- |
| Jan 2007 | $50.5M | $50.5M | $0 | 5 | -- |
| Jan 2006 | $30.8M | $30.8M | $0 | 5 | -- |
DateOct 2018
Total AUM$185.4M
Discretionary$177.7M
Non-Disc.$7.7M
Employees3
Clients1
DateOct 2018
Total AUM$185.4M
Discretionary$177.7M
Non-Disc.$7.7M
Employees3
Clients145
DateMar 2018
Total AUM$185.4M
Discretionary$177.7M
Non-Disc.$7.7M
Employees3
Clients145
DateMar 2017
Total AUM$150.7M
Discretionary$143.6M
Non-Disc.$7.1M
Employees4
Clients126
DateMar 2016
Total AUM$134.1M
Discretionary$128M
Non-Disc.$6.1M
Employees4
Clients126
DateFeb 2015
Total AUM$126.2M
Discretionary$119.6M
Non-Disc.$6.6M
Employees4
Clients100
DateFeb 2014
Total AUM$111.3M
Discretionary$105.6M
Non-Disc.$5.7M
Employees4
Clients100
DateJun 2012
Total AUM$76.4M
Discretionary$74M
Non-Disc.$2.4M
Employees1
Clients26
DateApr 2012
Total AUM$76.4M
Discretionary$74M
Non-Disc.$2.4M
Employees1
Clients26
DateJan 2012
Total AUM$76.4M
Discretionary$74M
Non-Disc.$2.4M
Employees1
Clients26
DateDec 2011
Total AUM$76.4M
Discretionary$74M
Non-Disc.$2.4M
Employees1
Clients26
DateDec 2011
Total AUM$76.4M
Discretionary$74M
Non-Disc.$2.4M
Employees1
Clients26
DateMay 2011
Total AUM$73.5M
Discretionary$70M
Non-Disc.$3.5M
Employees5
Clients--
DateApr 2011
Total AUM$73.5M
Discretionary$70M
Non-Disc.$3.5M
Employees5
Clients--
DateMar 2011
Total AUM$73.5M
Discretionary$70M
Non-Disc.$3.5M
Employees5
Clients--
DateFeb 2011
Total AUM$68.2M
Discretionary$68.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2009
Total AUM$41.5M
Discretionary$41.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$50.5M
Discretionary$50.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$30.8M
Discretionary$30.8M
Non-Disc.$0
Employees5
Clients--