A complete list of active advisors currently associated with SELLA Wealth

Warmer can help you find a great advisor at SELLA Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at SELLA Wealth, 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.

Name	Location	Years of experience
Lotem Sella	Fort Collins, CO	10

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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