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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 19, 2018
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELL, JOHN, ANDREW | I | CEO | NA | Control |
| BELL, JOHN, ANDREW | I | CEO | NA | Control |
| BELL, JOHN, ANDREW | I | CEO | NA | Control |
| BELL, JOHN, ANDREW | I | CEO | NA | Control |
| BELL, JOHN, ANDREW | I | CEO | NA | Control |
| BELL, JOHN, ANDREW | I | CEO | NA | Control |
| BELL, JOHN, ANDREW | I | SECRETARY | NA | Control |
| BELL, JOHN, ANDREW | I | SECRETARY | NA | Control |
| BELL, JOHN, ANDREW | I | SECRETARY | NA | Control |
| BELL, JOHN, ANDREW | I | SECRETARY | NA | Control |
| BELL, JOHN, ANDREW | I | SECRETARY | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LANGE, JOEL, ALAN | I | CHIEF INVESTMENT OFFICER | NA | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, COLIN, ANDREW | I | PRESIDENT, CCO | E | Control |
| BELL, JOHN, ANDREW | I | CEO | D | Control |
| BELL, JOHN, ANDREW | I | CEO | D | Control |
| BELL, JOHN, ANDREW | I | CEO | D | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BELL, COLIN, ANDREW | I | CHIEF COMPLIANCE OFFICER | C | Control |
| BELL, COLIN, ANDREW | I | COO/CCO/SECRETARY | C | Control |
Registrations
Federal
IA
Mar 19, 2018 REGISTERED
Notice Filings (1)
TX
Address
2901 BEE CAVE ROAD SUITE FAUSTIN, TX 78746
United States
Phone: 512-347-9500