BLUESPHERE ADVISORS LLC

Overview

Bluesphere Advisors LLC is an independent RIA focused on wealth management for individuals and families, with advisory services that extend to small businesses and institutional clients. The firm combines a core, fund-based approach with select equity positions and outsourced alternative exposure. Their fee model is flexible, offering percentage-of-AUM pricing alongside hourly and fixed-fee arrangements, which supports both ongoing portfolio management relationships and shorter-term planning engagements. Bluesphere registered with the SEC in 2019 and is structured as a limited liability company owned by an individual. The firm’s investment posture emphasizes public funds and ETFs as the backbone of client portfolios, supplemented by active mutual fund managers and third-party hedge fund allocations where appropriate. Bluesphere operates primarily on a discretionary basis and relies heavily on a single custodian relationship to centralize custody and trading.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices