Sign in
Create a free account
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
BLUE BELL, PA
610-825-3540
SEC #801-64005Total AUM
$1.1B
Employees
13Clients
812Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
BLUE BELL EXECUTIVE CAMPUS
470 NORRISTOWN ROAD, SUITE 305
BLUE BELL
PA 19422-2322
United States
470 NORRISTOWN ROAD, SUITE 305
BLUE BELL
PA 19422-2322
United States
Operating Hours
7:30 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
610-825-3540
Other Offices
2
Financials
Total AUM
$1.1B
Accounts
2,249Discretionary
$951.2M
Accounts
2,179Non-Discretionary
$170M
Accounts
70
Clients
Individual Clients
595AUM
$247.2M
HNW Individual Clients
209AUM
$866.6M
Charitable Organization Clients
1AUM
$6.5M
Corporation or Business Clients
7AUM
$947.5K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTDEFLMAMDNCNHNJNYPASCTNTXVA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.