Bluesphere Advisors LLC
Firm details
- Headquarters
- East Norriton, Pennsylvania
- CRD number
- 283972
- Registered since
- September 26, 2019
- Website
- bluesphereadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.26%
- Individuals18%
- Pension & Profit Sharing Plans0.74%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Bluesphere Advisors LLC is an independent, individually owned registered investment adviser that provides financial planning and portfolio management primarily to individuals, families and small businesses. The firm charges a mix of percentage-of-AUM, hourly and fixed fees and delivers discretionary portfolio management alongside financial planning services for both personal and small-entity clients. Bluesphere does not self-identify as an ESG-focused allocator and is not registered as a multistate or pension consultant adviser.
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 Funds82%
- Exchange Traded Equities14%
- Cash & Cash Equivalents3%
- Other1%
Owners & executives
1 of 1
Sanjay Pawar
President, CEOCRD 4747958
Contacts
3 of 3
David Ritrovato
Investment Advisor RepresentativeCRD 2017743
Xing Wang
Financial AdvisorCRD 5326713
James Harrington
Senior Investment AdvisorCRD 4461935
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 90Active vs passive
$278M in ETFs
89%
$248M
4%
$30.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $92.9M | 124,080 | 33.38% |
Location
East Norriton, PA
Montgomery
Location
East Norriton, PA
Headquartered in East Norriton, 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
- 2108 De Kalb Pike
- Time zone
- ET (UTC-5)
- Office locations
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