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, privately owned registered investment adviser that provides financial planning and portfolio management for individuals, families, small businesses and institutions. The firm is registered with the SEC (registered in 2019) and operates under a mix of fee arrangements including a percentage of assets under management, hourly charges and fixed fees. Core advisory services explicitly include financial planning and discretionary portfolio management for both personal and business clients. The firm’s client focus is individual and family relationships; its governance structure is a limited liability company with individual ownership. Bluesphere reports no emphasis on ESG investing in its disclosures and does not identify as a capital allocator to third-party private managers.
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
James Harrington
Senior Investment AdvisorCRD 4461935
David Ritrovato
Investment Advisor RepresentativeCRD 2017743
Xing Wang
Financial AdvisorCRD 5326713
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 81Active vs passive
$276M in ETFs
90%
$247M
4%
$29M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $94.6M | 123,569 | 34.25% |
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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