BELL & BROWN WEALTH ADVISORS, LLC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 175419). Regulatory assets under management: $486.8M.
Compensation: % of AUM.
Clients served: High net worth, Pensions.
| 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 | — |