# Trella Wealth

Trella Wealth is a RIA based in Bowling Green, KY.

## Overview

- **Organization type:** RIA
- **Headquarters:** Bowling Green, KY
- **Assets under management:** Undisclosed
- **Website:** https://trellawealth.com
- **LinkedIn:** https://www.linkedin.com/company/trellawealth

## Regulatory record

- **CRD number:** 315090
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315090

## About

TRELLA WEALTH is a state-registered investment adviser with approximately $19 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Questions

### Is Trella Wealth, and what does that imply about its structure?

Yes, Trella Wealth as a state-registered investment adviser. This designation is typical for single-family offices that manage private capital and do not hold themselves out to the public as investment advisers. It confirms the entity is a regulated investment vehicle but provides no additional detail on its portfolio or governance.

### Does Trella Wealth accept outside capital or co-investors?

As a state-registered investment adviser, Trella Wealth is structured to manage capital exclusively for its founding family and does not solicit external investors. There is no public record of the firm participating in co-investment syndicates or opening its vehicles to outside limited partners.

## Related profiles

- [The J.O. Johnson Group](https://altss.com/profile/the-jo-johnson-group-inc)

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Last updated: 2026-08-14T12:30:00.000Z

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