Bell & Brown Wealth Advisors LLC

Bell & Brown Wealth Advisors LLC, a California-based limited liability company, provides advisory services with a team of three employees, two of whom are advisers. While the number of clients serviced by the firm is unknown, their status with the US Securities and Exchange Commission is approved, and they have been registered since May 2015.

• JEFFREY HARRY BROWN

  MANAGING MEMBER owns more than 50% but less than 75%

• LANTZ EDWARD BELL

  CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER owns more than 50% but less than 75%

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• Bell & Brown Wealth Advisors' Q4 2022 vs. Q1 2023 holdings: Which stocks saw the biggest changes?

• Apple Inc $5,576k
• Boeing Co/The $5,359k
• DISNEY WALT CO $4,080k
• QUALCOMM INC $3,294k
• Facebook Inc $3,057k
• JPMORGAN CHASE & CO $2,887k
• STARBUCKS CORP $2,883k
• FEDEX CORP $2,643k
• PayPal Holdings Inc $2,628k
• MICROSOFT CORP $2,588k