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RIA / WealthAdvisor17 years in industry

PATRICK MICHAEL MUELLER

Advisor at BELLA WEALTH MANAGEMENT, LLC

ROSWELL, GA

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Search this name across graphsid dfx:ria:4c1813c2-70b2-3fe2-ee0f-2a0ef509dee9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: May 8, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: BELLA WEALTH MANAGEMENT, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 3
Exams: S65
First exam: Apr 30, 2012
First registration: May 8, 2012
Dual registered: no
Other names: PATRICK MUELLER
IAPD individual key: 6062146

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
BELLA WEALTH MANAGEMENT, LLC	State registered	May 12, 2025	n/a	yes	ROSWELL, GA	Current employment
COPPELL ADVISORY SOLUTIONS LLC	Independent wealth	Feb 23, 2023	Nov 10, 2025	no	DALLAS, TX\|Roswell, GA	Previous registration
VIRTUE CAPITAL MANAGEMENT, LLC	Independent wealth	Sep 24, 2020	Mar 8, 2023	no	Roswell, GA\|BRENTWOOD, TN\|ROSWELL, GA	Previous registration
BROOKSTONE WEALTH ADVISORS, LLC	No RAUM reported	Jan 20, 2016	Sep 16, 2020	no	Roswell, GA\|Roswell, GA	Previous registration
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	Former SEC adviser	May 8, 2012	Jan 13, 2016	no	ROSWELL, GA\|SARASOTA, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COPPELL ADVISORY SOLUTIONS LLC	BELLA WEALTH MANAGEMENT, LLC	Nov 10, 2025	May 12, 2025	-182	Firm change after gap	RIA to state RIA
VIRTUE CAPITAL MANAGEMENT, LLC	COPPELL ADVISORY SOLUTIONS LLC	Mar 8, 2023	Feb 23, 2023	-13	Firm change	RIA to RIA
BROOKSTONE WEALTH ADVISORS, LLC	VIRTUE CAPITAL MANAGEMENT, LLC	Sep 16, 2020	Sep 24, 2020	8	Firm change	RIA to RIA
GLOBAL FINANCIAL PRIVATE CAPITAL, INC.	BROOKSTONE WEALTH ADVISORS, LLC	Jan 13, 2016	Jan 20, 2016	7	Firm change	Other

Relationships

Registered with (5)

→ BELLA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 12, 2025 to presentfactForm ADV
→ COPPELL ADVISORY SOLUTIONS LLCRegistered adviserregistration: previous registration
Feb 23, 2023 to Nov 10, 2025factForm ADV
→ VIRTUE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 24, 2020 to Mar 8, 2023factForm ADV
→ BROOKSTONE WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jan 20, 2016 to Sep 16, 2020factForm ADV
→ GLOBAL FINANCIAL PRIVATE CAPITAL, INC.Registered adviserregistration: previous registration
May 8, 2012 to Jan 13, 2016factForm ADV

Dated events

Occurred
Nov 10, 2025
Advisor changed firm
Patrick Michael Mueller left Coppell Advisory Solutions Llc for Bella Wealth Management, Llc (registered 2025-05-12)
Form ADVobserved 5 days ago
Occurred
Mar 8, 2023
Advisor changed firm
Patrick Michael Mueller left Virtue Capital Management, Llc for Coppell Advisory Solutions Llc (registered 2023-02-23)
Form ADVobserved 5 days ago