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BELLA WEALTH MANAGEMENT, LLC
CRD 335319
5090 OLD ELLIS POINT, ROSWELL, GA, 30076, United States
Phone
770-545-8881
Fax
770-545-8884
Registration
— (—)
Source
State registered
Total AUM
$73.7M
Discretionary AUM
$73.7M
Team
5 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-07
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 159 | $39.6M |
| High net worth individuals | 6 | $34.0M |
All web addresses on file
Official SEC filing: View on IAPD