Be advised. This firm is no longer registered.

Bell Wealth Management Inc.

Bell Wealth Management Inc. (CRD# 114259) is a financial advisory firm headquartered in Austin, TX. They manage $150,740,000 in 148 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $1,018,514
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
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Bell Wealth Management Inc.
No Advisor Found.
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