Data / Investment advisers / Pennsylvania / Blue Bell Private Wealth Management, LLC
Blue Bell Private Wealth Management, LLC, Blue Bell, PA: $1.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Blue Bell Private Wealth Management, LLC is an SEC registered investment adviser with its main office in Blue Bell, Pennsylvania and reports $1.1 billion in regulatory assets under management in its Form ADV filed March 10, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 134184
- SEC file number
- 801-64005
- SEC status
- Approved, effective February 28, 2005
- Main office
- Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422
- Phone
- (610) 825-3540
- Regulatory AUM
- $1,121,215,721 in the Form ADV filed March 10, 2026
- Discretionary AUM
- $951,239,417
- Non discretionary AUM
- $169,976,304
- Accounts
- 2,249
- Employees
- 13, of which 10 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 209 | $866.6 million |
| Individuals (other than high net worth individuals) | 595 | $247.2 million |
| Charitable organizations | Fewer than 5 | $6.5 million |
| Corporations or other businesses | 7 | $947,452 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.12 billion | March 10, 2026 |
| December 1, 2025 | $854.7 million | March 26, 2025 |
Other advisers in Blue Bell
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Amplius Wealth Advisors | Blue Bell | $1.74 billion | Not listed | adviserinfo.sec.gov |
| Northstar Asset Management Company, LLC | Blue Bell | $659.8 million | Not listed | adviserinfo.sec.gov |
| Borer Denton & Associates, Inc. | Blue Bell | $403 million | Not listed | adviserinfo.sec.gov |
| Amplius Asset Management, LLC | Blue Bell | $247.3 million | Not listed | adviserinfo.sec.gov |
| Coombs Wealth Advisory, LLC | Blue Bell | $139.6 million | Not listed | adviserinfo.sec.gov |
| IM Wealth Partners | Blue Bell | $123.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Blue Bell, PA
- Investment advisers in Pennsylvania
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Blue Bell Private Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.