Investment adviser · CRD 134184
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
BLUE BELL, PA, United States · Form ADV filed Mar 10, 2026
- Regulatory AUM
- $1.12B Form ADV · Item 5.F
- Client accounts
- 2,249 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 209 | $866,636,730 | 77.3% |
| Individuals | 595 | $247,159,997 | 22.0% |
| Charities | Fewer than 5 | $6,471,542 | 0.6% |
| Corporations & businesses | 7 | $947,452 | 0.1% |
Filing source
Form ADV 2069836 · Mar 10, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 10, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305BLUE BELL, PA, 19422-2322, United States
CRD 134184
Filing source
Form ADV 2069836 · Mar 10, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.