# BELL & BROWN WEALTH ADVISORS, LLC

BELL & BROWN WEALTH ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 175419
- Type: SEC-registered investment adviser
- SEC file number: 801-96196
- Location: 1305 PARK AVENUE, NEWPORT BEACH, CA, 92662
- Phone: 949-396-1088
- Latest filing: 2026-02-06
- Regulatory AUM: $486.8M
- Discretionary AUM: $481.3M
- Non-discretionary AUM: $5.5M
- Clients: 3
- Accounts: 608

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pensions

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Lantz Edward Bell | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |
| Jeffrey Harry Brown | MANAGING MEMBER | — |
| BELL ROBERT EDWARD | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER; CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER | — |
| BROWN JEFFREY HARRY | MANAGING MEMBER; MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/175419/brochure
- Similar advisers: https://search.stillhousedata.com/firm/175419/similar
- Related entities: https://search.stillhousedata.com/firm/175419/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/175419

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.