BELL WEALTH MANAGEMENT INC.

BELL WEALTH MANAGEMENT INC. of AUSTIN, TX is an SEC-registered investment adviser (CRD 114259). Regulatory assets under management: $185.4M.

Registration

• CRD: 114259
• SEC file number: 801-79282
• Type: Registered investment adviser
• Location: 2901 BEE CAVE ROAD SUITE F, AUSTIN, TX, 78746
• Phone: 512-347-9500
• Latest filing: 2018-10-11
• Regulatory AUM: $185.4M
• Discretionary AUM: $177.7M
• Non-discretionary AUM: $7.7M
• Clients: 3
• Accounts: 153

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 114259 on SEC IAPD (source of record)
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