B

Bella Wealth Management, LLC

Updated today

Client assets under management

$73,655,013

Clients

165

4% high-net worth

Advisors

4

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

41

Typical

Average account size

$446,394

About

Bella Wealth Management is a team-based investment adviser that serves individual and high‑net‑worth clients, providing financial planning, consulting, and discretionary investment management. Its services include portfolio construction using mutual funds, ETFs, individual equities and bonds, options, structured products, precious metals, and the selection of independent sub‑advisors for portions of client assets.

The firm follows a goals‑based, tailored approach that combines strategic asset allocation with tactical adjustments and active trading implemented by independent managers where appropriate, and it allows clients to impose reasonable written investment restrictions. Financial planning work covers retirement, tax, estate, healthcare and income planning, and implementation may involve recommendations to outside professionals or affiliated insurance agents.

Noteworthy aspects include recent adviser registration in 2025 and a relatively concentrated four‑advisor team managing roughly $73.7 million for about 165 clients, with services delivered on a discretionary‑only basis (the firm discloses it does not offer non‑discretionary asset management). The firm is affiliated with an insurance agency whose licensed agents may receive commissions for insurance sales, does not vote client proxies (clients receive proxies directly), and relies on custodial/trading relationships that provide operational and research support.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Income planning Active portfolio management Options & derivatives strategies

Fee options

Percentage

1.75% annually

Commissions

Investment Advisor Representatives receive commissions from insurance product sales through affiliated insurance agency.

Other

Account minimum: $500,000

Main office location

Bella Wealth Management, LLC

5090 Old Ellis Point

Roswell GA 30076, United States

Number of offices

1

Most active in

Florida · Georgia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Niamh L

Series 65

Roswell, GA

Bella Wealth Management, LLC

Niamh Lacey is a financial advisor at Bella Wealth Management, LLC in Roswell, GA. She holds a Series 65 designation and has been with Bella Wealth Management since 2023. Prior to joining the firm, she worked at Atlanta Womens' Health Group and St. Peter Chanel Catholic Church. Bella Wealth Management serves individual clients, including high-net-worth households, offering financial planning, consulting, and discretionary investment management with a focus on strategic and tactical asset allocation across various investment vehicles.

Income planning Active portfolio management Options & derivatives strategies
user avatar

Eric S

Series 65

Roswell, GA

Bella Wealth Management, LLC

Eric Stallworth is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. Stallworth served in the United States Army from 2011 to 2017 and has experience in the automotive industry. He is also licensed as an insurance agent through Bella Advisors, Inc. Bella Wealth Management serves individual clients, including high-net-worth households, by providing financial planning, consulting, and discretionary investment management. The firm tailors portfolios to household goals using strategic and tactical asset allocation and employs a range of investment vehicles including mutual funds, ETFs, individual securities, and options.

Income planning Active portfolio management Options & derivatives strategies
user avatar

Jonah T

Series 63, Series 65

Roswell, GA

Bella Wealth Management, LLC

Jonah Tivey is a financial advisor at Bella Wealth Management, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of advisory work, he is involved in audio engineering with NTB Studios. Bella Wealth Management serves individual and high-net-worth clients, providing financial planning, consulting, and discretionary investment management. The firm manages approximately $70 million across around 147 client relationships, employing strategic and tactical asset allocation with a range of investment vehicles.

Income planning Active portfolio management Options & derivatives strategies
user avatar

Patrick M

Series 65

Roswell, GA

Bella Wealth Management, LLC

Patrick Mueller is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 credential and 13 years of industry experience. He has worked at several firms, including Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller serves as a chapter president for the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management serves individual clients, including high-net-worth households, by providing financial planning, consulting, and discretionary investment management. The firm customizes portfolios to household goals through strategic and tactical asset allocation and utilizes a variety of investment vehicles, including mutual funds, ETFs, options, and structured products.

Income planning Active portfolio management Options & derivatives strategies
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")