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.

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

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Dec 2, 2024

First registration

Aug 4, 2025

Dual registered

no

Other names

JONAH S TIVEY

IAPD individual key

7892069

• Occurred

  Dec 9, 2025
  Advisor changed firm

  Jonah Stuart Tivey left Coppell Advisory Solutions Llc for Bella Wealth Management, Llc (registered 2026-01-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:731f9beb-a7fa-5baa-883a-5ab125bea6c4

First observed

Aug 4, 2025

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.