BELL & BROWN WEALTH ADVISORS, LLC
CRD #175419 SEC #801-96196 NEWPORT BEACH, CA 949-396-1088
SEC Registered
Total AUM
$420.9M
Discretionary
$404.5M
Employees
3
Clients
0
Accounts
797
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $420.9M | $404.5M | $16.4M | 3 | 0 |
| Feb 2024 | $324.8M | $320.4M | $4.4M | 3 | 0 |
| Jan 2023 | $279.2M | $275.4M | $3.9M | 3 | 0 |
| Mar 2022 | $297.6M | $294.4M | $3.1M | 3 | 0 |
| Jan 2021 | $253M | $250.1M | $2.8M | 3 | 0 |
| Jun 2020 | $225.4M | $222.8M | $2.7M | 3 | 0 |
| Jan 2020 | $225.4M | $222.8M | $2.7M | 3 | 0 |
| Jun 2019 | $202.2M | $190M | $12.3M | 3 | 0 |
| Feb 2019 | $202.2M | $190M | $12.3M | 3 | 0 |
| Jul 2018 | $224.9M | $211.1M | $13.8M | 2 | 0 |
| May 2018 | $224.9M | $211.1M | $13.8M | 2 | 0 |
| Feb 2018 | $224.9M | $211.1M | $13.8M | 2 | 0 |
| Oct 2017 | $203.6M | $191.5M | $12M | 2 | 1 |
| Oct 2017 | $203.6M | $191.5M | $12M | 2 | 1 |
| Aug 2017 | $190M | $177.8M | $12.2M | 2 | 200 |
| Feb 2017 | $190M | $177.8M | $12.2M | 2 | 200 |
| Dec 2016 | $190.3M | $178.2M | $12.1M | 3 | 125 |
| Aug 2016 | $160M | $145M | $15M | 3 | 125 |
| Jun 2016 | $160M | $145M | $15M | 3 | 125 |
| Mar 2016 | $160M | $145M | $15M | 3 | 125 |
| Oct 2015 | $110M | $100M | $10M | 3 | 0 |
| Jun 2015 | $110M | $100M | $10M | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| May 2015 | $0 | $0 | $0 | 3 | 0 |
| Apr 2015 | $0 | $0 | $0 | 3 | 0 |
DateJan 2025
Total AUM$420.9M
Discretionary$404.5M
Non-Disc.$16.4M
Employees3
Clients0
DateFeb 2024
Total AUM$324.8M
Discretionary$320.4M
Non-Disc.$4.4M
Employees3
Clients0
DateJan 2023
Total AUM$279.2M
Discretionary$275.4M
Non-Disc.$3.9M
Employees3
Clients0
DateMar 2022
Total AUM$297.6M
Discretionary$294.4M
Non-Disc.$3.1M
Employees3
Clients0
DateJan 2021
Total AUM$253M
Discretionary$250.1M
Non-Disc.$2.8M
Employees3
Clients0
DateJun 2020
Total AUM$225.4M
Discretionary$222.8M
Non-Disc.$2.7M
Employees3
Clients0
DateJan 2020
Total AUM$225.4M
Discretionary$222.8M
Non-Disc.$2.7M
Employees3
Clients0
DateJun 2019
Total AUM$202.2M
Discretionary$190M
Non-Disc.$12.3M
Employees3
Clients0
DateFeb 2019
Total AUM$202.2M
Discretionary$190M
Non-Disc.$12.3M
Employees3
Clients0
DateJul 2018
Total AUM$224.9M
Discretionary$211.1M
Non-Disc.$13.8M
Employees2
Clients0
DateMay 2018
Total AUM$224.9M
Discretionary$211.1M
Non-Disc.$13.8M
Employees2
Clients0
DateFeb 2018
Total AUM$224.9M
Discretionary$211.1M
Non-Disc.$13.8M
Employees2
Clients0
DateOct 2017
Total AUM$203.6M
Discretionary$191.5M
Non-Disc.$12M
Employees2
Clients1
DateOct 2017
Total AUM$203.6M
Discretionary$191.5M
Non-Disc.$12M
Employees2
Clients1
DateAug 2017
Total AUM$190M
Discretionary$177.8M
Non-Disc.$12.2M
Employees2
Clients200
DateFeb 2017
Total AUM$190M
Discretionary$177.8M
Non-Disc.$12.2M
Employees2
Clients200
DateDec 2016
Total AUM$190.3M
Discretionary$178.2M
Non-Disc.$12.1M
Employees3
Clients125
DateAug 2016
Total AUM$160M
Discretionary$145M
Non-Disc.$15M
Employees3
Clients125
DateJun 2016
Total AUM$160M
Discretionary$145M
Non-Disc.$15M
Employees3
Clients125
DateMar 2016
Total AUM$160M
Discretionary$145M
Non-Disc.$15M
Employees3
Clients125
DateOct 2015
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees3
Clients0
DateJun 2015
Total AUM$110M
Discretionary$100M
Non-Disc.$10M
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMay 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0