Blue Bell Private Wealth Management, LLC
Firm details
- Headquarters
- Blue Bell, Pennsylvania
- CRD number
- 134184
- Registered since
- February 28, 2005
- Website
- bluebellpwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.29%
- Individuals22.04%
- Charitable Organizations0.58%
- Corporations / Businesses0.08%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Blue Bell Private Wealth Management, LLC is an independent, individual-owned registered investment adviser. The firm is SEC-registered (registered in 2005) and serves both high-net-worth individuals and families as well as institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and larger business or institutional accounts. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Blue Bell also identifies as an active ESG investor and relies on external managers for alternative exposure rather than acting as a direct capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities19%
- Investment Grade Corp Bonds13%
- Cash & Cash Equivalents4%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 398Active vs passive
$529M in ETFs
71%
$375M
21%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $172M | 224,929 | 32.41% |
Location
Blue Bell, PA
Montgomery
Location
Blue Bell, PA
Headquartered in Blue Bell, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- Blue Bell Executive Campus N Rd
- Time zone
- ET (UTC-5)
- Office locations
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