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 registered investment adviser that has operated since the mid-2000s and is owned by an individual principal. The firm serves a mix of individual and family clients as well as institutional and business clients, offering financial planning and portfolio management for individuals, small businesses and larger business or institutional accounts. Its billing mix includes percentage-of-AUM fees alongside hourly and fixed-fee arrangements. The firm describes itself as an active ESG investor and does not operate as a multi-state adviser or a 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%
Contacts
3 of 11
Jonathan Miller
Managing PartnerCRD 4363504
Justin Capetola
Managing PartnerCRD 4600202
Daniel Levinson
Investment Advisor RepresentativeCRD 6277806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 360Active vs passive
$504M in ETFs
71%
$358M
21%
$146M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $164M | 219,334 | 32.51% |
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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