Bella Wealth Management, LLC

RIAState Registered
Total AUM
$73.7M
Discretionary
$73.7M
100% of AUM
Avg account
$141K
Accounts
524
Employees
5
Advisory reps
4

Firm details

Headquarters
Roswell, Georgia
CRD number
335319
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • Individuals53.79%
  • HNWI46.21%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Bella Wealth Management, LLC is an independent, individual-owned advisory firm organized as a limited liability company and positioned to serve high-net-worth individuals and families. The firm charges fees based on a percentage of assets under management and provides financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Bella identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. The firm does not prioritize ESG investing.

Assets & Accounts

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Cash & Cash Equivalents 32%, Public Funds/Mutual Funds 26%, Investment Grade Corp Bonds 20%, Exchange Traded Equities 19%, Other 3%32%
  • Cash & Cash Equivalents32%
  • Public Funds/Mutual Funds26%
  • Investment Grade Corp Bonds20%
  • Exchange Traded Equities19%
  • Other3%

Contacts

3 of 4
  • Patrick Mueller

    Patrick Mueller

    PresidentCRD 6062146

  • Eric Stallworth

    Eric Stallworth

    Financial AdvisorCRD 7919503

  • Jonah Tivey

    Jonah Tivey

    Client Service AdvisorCRD 7892069

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Roswell, GA

Fulton

Location

Roswell, GA

Headquartered in Roswell, GA, anchoring the Atlanta--Athens-Clarke County--Sandy Springs, GA-AL metro in the South.

Metro area
Atlanta--Athens-Clarke County--Sandy Springs, GA-AL
Region
South
County
Fulton
Address
5090 Old Ellis Pt
Time zone
ET (UTC-5)
Office locations

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