A complete list of active advisors currently associated with Bell & Brown Wealth Advisors, LLC

Warmer can help you find a great advisor at Bell & Brown Wealth Advisors, LLC or one who fits your needs even better.

Bell & Brown Wealth Advisors, LLC provides discretionary asset management and related advisory services to individuals (including high net worth clients), trusts, estates, and business entities. The firm manages roughly $487 million across about 500 client relationships and delivers portfolio management through individually tailored accounts and a sponsored wrap fee program. Investment decisions are based on fundamental analysis and a long-term purchase strategy, typically holding 25 to 50 large-cap equity positions together with investment-grade fixed income and cash equivalents. The firm also uses derivatives and may employ borrowing within separately managed accounts as part of its tailored strategies. Distinctive features relative to peers include its role as a wrap fee program sponsor and an unusually high level of assets and client relationships per advisor for a small advisory team. The firm utilizes Charles Schwab custody and prime brokerage arrangements and maintains formal policies for proxy voting and personal trading to address potential conflicts of interest.

To learn more about the advisors currently working at Bell & Brown Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.