# Blue Bell Private Wealth Management, LLC

> Blue Bell Private Wealth Management, LLC is an SEC-registered investment advisory firm in Blue Bell, PA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 134184
- Filed as: BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
- Also doing business as: BLUE BELL WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Blue Bell, PA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/134184
- AdvisorCensus page: https://advisorcensus.com/firm/blue-bell-private-wealth-management-llc-blue-bell-pa-134184

## Quick answers

**How is Blue Bell Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Blue Bell Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Blue Bell Private Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 9, 2026 states: Flat fee: $250 to $10,000 (consulting services (i.e., estate consulting and settlement, etc.)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Blue Bell Private Wealth Management, LLC located?**
Blue Bell Private Wealth Management, LLC's principal office is in Blue Bell, PA, according to its Form ADV.

**Is Blue Bell Private Wealth Management, LLC registered with the SEC or a state?**
Blue Bell Private Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 134184.

**How much does Blue Bell Private Wealth Management, LLC manage?**
Blue Bell Private Wealth Management, LLC reports $1,121,215,721 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (85% discretionary).

**How have Blue Bell Private Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for Blue Bell Private Wealth Management, LLC: Regulatory assets under management: $517,723,246 in the October 2021 data and $1,121,215,721 in the October 2026 data, up 117%. Total employees: 9 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Blue Bell Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (595); high net worth individuals (209); corporations or other businesses not listed above (7).

**Which custodians does Blue Bell Private Wealth Management, LLC use?**
Blue Bell Private Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Blue Bell Private Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/134184

**What changed in Blue Bell Private Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 10. Regulatory assets under management went from $854,722,012 to $1,121,215,721 (+31%). Registered or notice-filed in CT, MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Flat fee: $250 to $10,000 (consulting services (i.e., estate consulting and settlement, etc.))

> Blue Bell’s fees for such consulting services typically range between $250 and $10,000 on a fixed fee basis

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,121,215,721
- Discretionary: $951,239,417
- Non-discretionary: $169,976,304

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 595 | $247,159,997 |
| High net worth individuals | 209 | $866,636,730 |
| Charitable organizations | Fewer than 5 | $6,471,542 |
| Corporations or other businesses not listed above | 7 | $947,452 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2005 (21 years)
- Employees: 13 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, DE, FL, MA, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bluebellpwm.com](https://bluebellpwm.com)
- Facebook @BLUEBELLPWM
- Instagram @bluebellpwm
- LinkedIn @BLUE-BELL-PRIVATE-WEALTH-MANAGEMENT
- LinkedIn @alex-larosa
- LinkedIn @hank-fox
- LinkedIn @j-scott-miller-jr-2b630249
- LinkedIn @jon-sobotkin-91557064
- LinkedIn @justincapetola
- LinkedIn @michael-weber-cfp®-05b18872
- LinkedIn @scott-j-3809b414b
- X @bluebellpwm
- YouTube @bluebell-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $517,723,246 | 9 | September 13, 2021 |
| October 2022 | $577,431,160 | 10 | April 20, 2022 |
| October 2023 | $534,850,934 | 10 | February 26, 2023 |
| October 2024 | $670,698,240 | 11 | March 29, 2024 |
| October 2025 | $854,722,012 | 12 | March 26, 2025 |
| October 2026 | $1,121,215,721 | 13 | March 10, 2026 |

Regulatory assets under management: $517,723,246 in the October 2021 data and $1,121,215,721 in the October 2026 data, up 117%.
Total employees: 9 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 10.
- Regulatory assets under management went from $854,722,012 to $1,121,215,721 (+31%).
- Registered or notice-filed in CT, MA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Blue Bell Private Wealth Management, LLC (CRD 134184): Form ADV filing data as of October 2026.