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

Clients

Accounts

797

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jan 30, 2025
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, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BELL, LANTZ, EDWARD	I	CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING PARTNER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control
BROWN, JEFFREY, HARRY	I	MANAGING MEMBER	D	Control

Registrations

Federal

Jan 30, 2025 REGISTERED

Notice Filings (6)

AR CA LA NV TN TX

Address

1305 PARK AVENUE
NEWPORT BEACH, CA 92662
United States

Phone: 949-396-1088