Bell & Brown Wealth Advisors, LLC

Bell & Brown Wealth Advisors, LLC (CRD# 175419) is a financial advisory firm headquartered in Newport Beach, CA. They manage $160,000,000 in 355 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    355
    ACCOUNTS
  • Average Account Value
    $450,704
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Bell & Brown Wealth Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Marilyn J. Horsley
CRD#: 1417652
14 Corporate Plaza, Suite 100, Newport Beach, CA 92660
93
Wealthminder
score

Marilyn Horsley (CRD# 1417652) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry.

2
Lantz E. Bell
CRD#: 1201824
14 Corporate Plaza, Suite 100, Newport Beach, CA 92660
83
Wealthminder
score

Lantz Bell (CRD# 1201824) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Newport Beach, CA and has over 30 years of experience in the finance industry.

3
Jeffrey H. Brown
CRD#: 2268949
Vail, CO
83
Wealthminder
score

Jeffrey Brown (CRD# 2268949) is an Investment Advisor Representative working at Bell & Brown Wealth Advisors, LLC in Vail, CO and has over 24 years of experience in the finance industry.

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