RIA Intel›Advisers›Georgia›BELLA WEALTH MANAGEMENT, LLC

BELLA WEALTH MANAGEMENT, LLC

Advisory

ROSWELL, GA

Data as of May 7, 2026 · Source: SEC Form ADV

Rank in GA

#530

of 607 advisers by AUM

Average account

$141K

across 524 accounts

AUM per adviser

$18M

4 advisers

Source: SEC Form ADV. Figures as filed May 7, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients165

Team

Total Employees5

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, GA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

165 clients

6 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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