BELLA WEALTH MANAGEMENT, LLC

Overview

Bella Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual principal. The firm serves individual and family clients on a fee‑based (percentage of AUM) model and acts as a capital allocator when selecting outside managers. Core advisory services are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Bella Wealth Management is not described as an active ESG investor, does not operate as a multi‑state adviser, and does not list pension consulting or related adviser activities. The firm maintains an industry affiliation with an insurance company.

Assets & Accounts

Investments & Alternatives