SELLA Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sella Wealth is a newly registered investment adviser that serves individual and high‑net‑worth clients with ongoing portfolio management and written financial planning. The firm provides discretionary asset management and also offers standalone written financial plans and retirement‑account rollover advice under fiduciary standards.
The firm’s investment process draws on fundamental, technical and cyclical analysis and employs both strategic and tactical asset‑allocation approaches, with the occasional use of options strategies. Advisory services are tailored through one‑on‑one interviews and written agreements, and clients may impose reasonable investment restrictions or opt for limited‑scope planning engagements.
Noteworthy aspects include the firm’s provision of periodic educational newsletters and the use of fixed‑fee arrangements for standalone financial planning—features that are uncommon among firms in this category—and the practice of waiving planning fees for clients who engage its asset management. The firm does not advise private funds, requires use of a designated institutional custodian for client accounts, and currently reports no assets under management as a newly formed adviser.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.40%
Fee-only: Fixed fee arrangement with minimum generally $3,000 and maximum generally $20,000 for financial planning services
Main office
Fort Collins CO
Advisors at this office
1
Most active in
Colorado
Also doing business as
Sella Wealth · Sella Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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