A complete list of active advisors currently associated with Bella Wealth Management, LLC

Warmer can help you find a great advisor at Bella Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Bella Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.