Overview
Assets Under Management: $855 million
Headquarters: BLUE BELL, PA
High-Net-Worth Clients: 215
Average Client Assets: $3 million
Frequently Asked Questions
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #134184), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is headquartered in BLUE BELL, PA.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC serves 215 high-net-worth clients according to their SEC filing dated March 26, 2025. View client details ↓
According to their SEC Form ADV, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC manages $855 million in client assets according to their SEC filing dated March 26, 2025.
According to their SEC Form ADV, BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 215
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.62
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,332
Discretionary Accounts: 2,270
Non-Discretionary Accounts: 62
Regulatory Filings
CRD Number: 134184
Filing ID: 1968563
Last Filing Date: 2025-03-26 11:53:00
Website: https://bluebellpwm.com