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Eric Stallworth

Bella Wealth Management, LLC

Roswell, GA

CRD 7919503

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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
Bella Advisors, Inc. Roswell GA 01/2024 05/2024
Bella Advisors, Inc. Roswell GA 05/2024 Present
Coppell Advisory Solutions Llc Coppell TX 06/2024 12/2025
Terry Reid Hyundai Cartersville GA 02/2017 01/2024
United States Army Atlanta GA 05/2011 02/2017
Bella Wealth Management, Llc Roswell GA 12/2025 Present
  • 01/2024 → 05/2024
    Bella Advisors, Inc.
    Roswell, GA
  • 05/2024 → Present
    Bella Advisors, Inc.
    Roswell, GA
  • 06/2024 → 12/2025
    Coppell, TX
  • 02/2017 → 01/2024
    Terry Reid Hyundai
    Cartersville, GA
  • 05/2011 → 02/2017
    United States Army
    Atlanta, GA
  • 12/2025 → Present
    Roswell, GA
Previous Registrations
Other Businesses

Bella Advisors, Inc.; Yes; Roswell, GA; Insurance Services; Insurance Agent; 05/2024; 80 hours per month during securities trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-16
  • S65 Uniform Investment Adviser Law Examination
    2024-04-16

View on SEC IAPD

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