Jonah Stuart Tivey

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

• 11/2024 → 04/2025
  Morgan Stanley
  Alpharetta, GA
• 03/2024 → 08/2024
  Jet's Pizza
  Marietta, GA
• 04/2023 → Present
  Ntb Studios
  Atlanta, GA
• 12/2021 → 08/2024
  Abs Studios
  Atlanta, GA
• 08/2014 → 12/2023
  Full Time Student
  Gainesville, FL
• 08/2025 → 12/2025
  Coppell Advisory Solutions Llc
  Coppell, TX
• 04/2024 → Present
  Bella Advisors, Inc.
  Roswell, GA
• 12/2025 → Present
  Bella Wealth Management, Llc
  Roswell, GA

Previous Registrations

• 2025-08-04 → 2025-12-09
  Coppell Advisory Solutions Llc
  Roswell, GA
  Dallas, TX

Other Businesses

(1) NTB Studios; No; Atlanta, GA; Audio Engineering; Audio Engineer; 04/2023; 10/ HRS MO; 0/ HRS MO (2) Bella Advisors, Inc.; Yes; Roswell, GA; Insurance Services; Insurance Agent; 04/2024; 70/ HRS MO; 70/ HRS MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-25
• S63 Uniform Securities Agent State Law Examination
  2024-12-02

Other Names

• Jonah S Tivey