BELL & BROWN WEALTH ADVISORS, LLC

HTTP://WWW.BELLBROWNADVISORS.COM NEWPORT BEACH, CA Investment Advisor How do I update this listing?

Bell & Brown Wealth Advisors is based out of Newport Beach. Bell & Brown Wealth Advisors is a large advisory firm with 317 clients and discretionary assets under management (AUM) of $211,099,280 (Form ADV from 2018-07-25). Their last reported 13F filing for Q4 2018 included $93,474,000 in managed 13F securities and a top 10 holdings concentration of 30.57%. Bell & Brown Wealth Advisors's largest holding is Boeing Company with shares held of 14,804. Whalewisdom has at least 6 13F filings

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12/31/2018

13F Sector Allocation Over Time

12/31/2018

13F Activity

  • Market Value $93.474 Million
  • Prior Market Value $107.706 Million
  • New Purchases4 stocks
  • Additional Purchases43 stocks
  • Sold out of8 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 30.57 %
  • Turnover % [1]:14.81%
  • Turnover Alt % [2]: 14.77 %
  • Time Held Top20:2.45 quarters
  • Time Held Top10:2.10 quarters
  • Time Held All:3.68 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-02-14

Performance for Q4 2018: 0.94%
Performance Last 4 Quarters: 4.37%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2018-12-31 - 13F-HR/A (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BELL & BROWN WEALTH ADVISORS, LLC
14 CORPORATE PLAZA SUITE 100
NEWPORT BEACH CA    92660
Country: United States

Business Phone: 949-396-1088
Fax: 949-396-1087
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 136,000,000
Total Number of Clients: 317
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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BELL & BROWN WEALTH ADVISORS, LLC

ownership team - last updated 2018-05-01
Name Title Start Date Direct/Indirect % Ownership
BELL, LANTZ, EDWARD CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER 05/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELL & BROWN WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING PARTNER direct 2015-05-01
BELL & BROWN WEALTH ADVISORS, LLC CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER direct 2015-05-01
BROWN, JEFFREY, HARRY MANAGING MEMBER 05/01/2015 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
BELL & BROWN WEALTH ADVISORS, LLC MANAGING PARTNER direct 2015-05-01
BELL & BROWN WEALTH ADVISORS, LLC MANAGING MEMBER direct 2015-05-01

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