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Niamh Orla Lacey

Bella Wealth Management, LLC

Roswell, GA

CRD 2533637

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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:

Current Employers
Bella Wealth Management, Llc

5090 Old Ellis Point, Roswell, GA 30076 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-06
  • GA RA
    APPROVED
    Since 2026-02-06

Branch Locations

5090 Old Ellis Point, Roswell, GA 30076 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
St. Peter Chanel Catholic Church Roswell GA 01/2011 12/2019
Atlanta Womens' Health Group Suwanee GA 10/2019 05/2023
Bella Wealth Management, Llc Roswell GA 01/2026 Present
Bella Wealth Management, Llc Roswell GA 07/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-04
  • S65 Uniform Investment Adviser Law Examination
    2025-08-04
Other Names
  • Niamh Lacey
  • Niamh Orla Mccaul

View on SEC IAPD

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Nearby Investors

BRYAN MICHAEL TOTRI
Casey Shaun Bradley
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Nearby Offices

ST. JOHN & ASSOCIATES, INC. · ROSWELL, GA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Roswell, GA
PARK AVENUE SECURITIES LLC · ROSWELL, GA

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