Patrick Michael Mueller

Employer firm

Bella Wealth Management, LLC CRD 335319

$73.7M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2009 → Present
  Bella Advisors, Inc
  Roswell, GA
• 01/2016 → 09/2020
  Retirement Wealth Advisors
  Roswell, GA
• 09/2020 → 02/2023
  Virtue Capital Management
  Brentwood, TN
• 02/2023 → 11/2025
  Fusion Capital Management, Llc
  Coppell, TX
• 02/2025 → Present
  Bella Wealth Mangement, Llc
  Roswell, GA
• 01/2024 → Present
  Patrick Mueller, Sole Proprietor
  Roswell, GA
• 06/2024 → Present
  Legacy Sports Complex
  Hoschton, GA

Previous Registrations

• 2023-02-23 → 2025-11-10
  Coppell Advisory Solutions Llc
  Roswell, GA
  Dallas, TX
• 2020-09-24 → 2023-03-08
  Virtue Capital Management, Llc
  Roswell, GA
  Brentwood, TN
  Roswell, GA
• 2016-01-20 → 2020-09-16
  Brookstone Wealth Advisors, Llc
  Roswell, GA
  Roswell, GA
• 2012-05-08 → 2016-01-13
  Global Financial Private Capital, Inc.
  Roswell, GA
  Sarasota, FL

Other Businesses

(1) AMERICAN FINANCIAL EDUCATION ALLIANCE, Title: CHAPTER PRESIDENT, Description: PATRICK WILL BE A CHAPTER PRESIDENT AND WILL BE TEACHING CLASSES ON FINANCIAL EDUCATION., Start Date: 04-20-2022, Address: 8514 MCALPINE PARK DR. STE 280 CHARLOTTE, NC 28211, Investment-related? YES, Hours per month: 4, During trading hours: 0 (2) Sole Proprietor; not investment related; Roswell, GA; Landlord; started 01/2024; Rental Property; 2 hours per month and during trading hours (3) Legacy Sports Complex; not investment related; Hoschton, GA; Sports Complex; Co-Owner; 0 hours per month (2) BELLA ADVISORS, Title: PRESIDENT/OWNER, Description: SELLING INSURANCE, ANNUITIES, LIFE INSURANCE AND FINANCIAL ADVISORY., Start Date: 07-01-2009, Address: 11285 ELKINS RD SUITE J-6, ROSWELL, GA 30076; , Investment-related? YES, Hours per month: 160, During trading hours: 80 (3) Sole Propritier, Landlord; not investment related; Roswell, GA; rental property; started 01/2024; 2 hr/mnth

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-04-30

Other Names

• Patrick Mueller