BELLA WEALTH MANAGEMENT, LLC

BELLA WEALTH MANAGEMENT, LLC of ROSWELL, GA is an SEC-registered investment adviser (CRD 335319). Regulatory assets under management: $73.7M.

Registration

• CRD: 335319
• Type: Registered investment adviser
• Location: 5090 OLD ELLIS POINT, ROSWELL, GA, 30076
• Phone: 770-545-8881
• Latest filing: 2026-05-07
• Regulatory AUM: $73.7M
• Discretionary AUM: $73.7M
• Clients: 5
• Accounts: 524

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335319 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search