# Bell & Brown Wealth Advisors, LLC

> Bell & Brown Wealth Advisors, LLC is an SEC-registered investment advisory firm in Newport Beach, CA, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 6, 2026.

- CRD: 175419
- Filed as: BELL & BROWN WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Newport Beach, CA
- Filing period: October 2026
- Form ADV filing dated: February 6, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/175419
- AdvisorCensus page: https://advisorcensus.com/firm/bell-and-brown-wealth-advisors-llc-newport-beach-ca-175419

## Quick answers

**How is Bell & Brown Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bell & Brown Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bell & Brown Wealth Advisors, LLC located?**
Bell & Brown Wealth Advisors, LLC's principal office is in Newport Beach, CA, according to its Form ADV.

**Is Bell & Brown Wealth Advisors, LLC registered with the SEC or a state?**
Bell & Brown Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 175419.

**How much does Bell & Brown Wealth Advisors, LLC manage?**
Bell & Brown Wealth Advisors, LLC reports $486,768,108 in regulatory assets under management in its Form ADV filing dated February 6, 2026 (99% discretionary).

**How have Bell & Brown Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bell & Brown Wealth Advisors, LLC: Regulatory assets under management: $252,953,278 in the October 2021 data and $486,768,108 in the October 2026 data, up 92%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bell & Brown Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); high net worth individuals (150); charitable organizations (4).

**Which custodians does Bell & Brown Wealth Advisors, LLC use?**
Bell & Brown Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. (affiliated with the firm) as a custodian holding 10% or more of its separately managed account assets.

**Does Bell & Brown Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/175419

**What changed in Bell & Brown Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $420,850,391 to $486,768,108 (+16%). Registered or notice-filed in AZ, CO, FL, NE, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. (affiliated with the firm)

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $486,768,108
- Discretionary: $481,315,911
- Non-discretionary: $5,452,197

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $95,266,226 |
| High net worth individuals | 150 | $384,949,700 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $187,824 |
| Charitable organizations | 4 | $6,364,358 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2015 (11 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, AZ, CA, CO, FL, LA, NE, NV, OR, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bellbrownadvisors.com](https://bellbrownadvisors.com)
- Facebook @lantzbellnewportbeach

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $252,953,278 | 3 | January 26, 2021 |
| October 2022 | $297,565,340 | 3 | March 3, 2022 |
| October 2023 | $279,243,485 | 3 | January 23, 2023 |
| October 2024 | $324,799,614 | 3 | February 22, 2024 |
| October 2025 | $420,850,391 | 3 | January 30, 2025 |
| October 2026 | $486,768,108 | 3 | February 6, 2026 |

Regulatory assets under management: $252,953,278 in the October 2021 data and $486,768,108 in the October 2026 data, up 92%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $420,850,391 to $486,768,108 (+16%).
- Registered or notice-filed in AZ, CO, FL, NE, OR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bell & Brown Wealth Advisors, LLC (CRD 175419): Form ADV filing data as of October 2026.