Bella Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
1.75% annually
Investment Advisor Representatives receive commissions from insurance product sales through affiliated insurance agency.
Account minimum: $500,000
Main office
5090 Old Ellis Point
Roswell GA 30076
Advisors at this office
4
Most active in
Florida · Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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.
Eric S
Series 65
Roswell, GA
Bella Wealth Management, LLC
Eric Stallworth is a financial advisor with Bella Wealth Management, LLC in Roswell, GA, holding a Series 65 designation and two years of industry experience. Prior to joining Bella Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC and Bella Advisors, Inc. He also served six years in the United States Army and spent seven years at Terry Reid Hyundai. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning, consulting, and discretionary investment management. The firm employs a goals-based approach incorporating strategic asset allocation, tactical adjustments, and active trading through independent managers, offering tailored portfolio construction and comprehensive financial planning services.
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 has previously worked at Morgan Stanley and Coppell Advisory Solutions LLC. Outside of his advisory role, he is involved in audio engineering through his work with NTB Studios. Bella Wealth Management is a team-based investment adviser serving individual and high-net-worth clients with comprehensive financial planning and discretionary investment management. The firm employs a goals-based, tailored approach utilizing a broad range of investment vehicles and independent sub-advisors.
Patrick M
Series 65
Roswell, GA
Bella Wealth Management, LLC
Patrick Mueller is a financial advisor at Bella Wealth Management, LLC with 14 years of industry experience. He holds a Series 65 designation and has previous experience at Fusion Capital Management, Virtue Capital Management, and Retirement Wealth Advisors. Mueller is also the chapter president of the American Financial Education Alliance, where he teaches financial education classes. Bella Wealth Management is a team-based adviser serving individual and high-net-worth clients with financial planning and discretionary investment management. The firm employs a goals-based, tailored approach that combines strategic asset allocation, tactical adjustments, and active trading by independent managers.
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