B
CRD: 335319
Bella Wealth Management, LLC
Roswell, GA, 30076
7705458881
$73.7M Total AUM
$73.7M Disc. AUM
-- 3Y CAGR
5 Employees
165 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-12-2025
- Office Locations
- 1
Office Locations
5090 OLD Ellis Point Roswell GA
About Bella Wealth Management, LLC
Bella Wealth Management, LLC is a Roswell-based RIA. The firm has been operating for 1 years. Managing $73.7M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Morgan Stanley. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$18.4M AVG AUM / ADVISOR
$446.4K AVG AUM / CLIENT
0.7 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Capital glacier
Investment Themes
Fusion catalyst
Investment Vehicles
Timber wave
Services
Quantum Signal alpha Crest harbor Catalyst Pathway vertex Glacier Meridian radial
Owner & Executives
P
PATRICK MICHAEL MUELLER
Chief Compliance Officer, Managing Member
- CRD
- #6062146
- Ownership
- 75% or more
(907) 729-3140
ember.zenith@pioneercapital.com
in linkedin.com/in/matrix-prime
Showing 1 of 1 owners & executives
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N
NIAMH ORLA LACEY
--
- CRD
- #2533637
(514) 452-2204
prime.vital@frontiercapital.com
in linkedin.com/in/foundation-vertex
E
Eric Stallworth
--
- CRD
- #7919503
(484) 379-5954
ridge.timber@frontiercapital.com
in linkedin.com/in/element-fusion
R
Radial vital
Vital harbor horizon
- CRD
- #15043
(923) 864-9925
vital.horizon@meridiancapital.com
in linkedin.com/in/bridge-value
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $73,655,013 | -- |
| Non-Discretionary | $0 | -- |
| Total | $73,655,013 | -- |
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Separately Managed Accounts
Total SMA Asset: $73,655,013
Cash:
18.8% Public Funds:
16.0% Corporate - Investment Grade:
23.9% Equity - Exchange:
12.0% Other:
29.3% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $937,413,182 | 18.8% |
| Public Funds | $797,798,453 | 16.0% |
| Corporate - Investment Grade | $1,191,711,439 | 23.9% |
| Equity - Exchange | $598,348,840 | 12.0% |
| Other | $1,460,968,416 | 29.3% |
| Total | $4,986,240,330 | 100.0% |