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Bella Wealth Management
Bella Wealth Management, LLC is a state-registered investment adviser in Roswell, GA. The firm manages approximately $74 million in regulatory assets.
Overview
Bella Wealth Management, LLC is a state-registered investment adviser in Roswell, GA. The firm manages approximately $74 million in regulatory assets. It has 5 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Bella Wealth Management?
Bella does not publicly name its investment committee or principals. This is common for smaller family offices, but limits public due diligence on individual decision-makers.
Does Bella Wealth Management provide services beyond investment management?
Yes — the firm positions itself as offering legacy planning and governance support alongside its investment advisory. This expands its role beyond pure wealth management into broader family-office services.
How does Bella Wealth Management invest client capital?
The firm builds portfolios from traditional asset classes and alternative investments, including private equity and real estate partnerships. It does not publicly disclose specific fund managers or deal-level activity.
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