Investment adviser · CRD 114259
BELL WEALTH MANAGEMENT INC.
Investment adviser filing (IA)
AUSTIN, TX, United States · Form ADV filed Oct 11, 2018
- Regulatory AUM
- $185M Form ADV · Item 5.F
- Client accounts
- 153 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 81 | $151,175,000 | 81.6% |
| Individuals | 64 | $26,500,000 | 14.3% |
| Retirement plans | 8 | $7,690,000 | 4.1% |
Filing source
Form ADV 1245529 · Oct 11, 2018 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Oct 11, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2901 BEE CAVE ROAD SUITE FAUSTIN, TX, 78746, United States
CRD 114259
Filing source
Form ADV 1245529 · Oct 11, 2018 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.