BELL WEALTH MANAGEMENT INC. (CRD# 114259) is an SEC-Registered Investment Advisor (RIA), headquartered in Austin, TX. The SEC approved the firm to operate as an RIA in Mar 2014. In Oct 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $185.4 Million, and has discretion over 96% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .  
BELL WEALTH MANAGEMENT INC. also reported in Oct 2018:
  • 3 employees, with 2 performing advisory functions.
  • One office location.
  • No registrations with foreign financial regulatory authorities.
  • NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
BELL WEALTH MANAGEMENT INC. has no disclosure events reported to the SEC at this time.

View BELL WEALTH MANAGEMENT INC.'s most recent Form ADV filing

BELL WEALTH MANAGEMENT INC. has Notice Filings with the following State Securities Authorities: TX-Mar 2014

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