{
  "crd_number": 283972,
  "slug": "bluesphere-advisors-llc-east-norriton-pa-283972",
  "primary_business_name": "BLUESPHERE ADVISORS LLC",
  "legal_name": "BLUESPHERE ADVISORS LLC",
  "dbas": [],
  "city": "East Norriton",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-09-26",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-11",
  "carried_forward": false,
  "raum_total": 506221339.0,
  "raum_discretionary": 503929849.0,
  "raum_non_discretionary": 2291490.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 8,
  "advisory_employees": 4,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 0.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 91117346.0,
      "count": 314
    },
    "pension_profit_sharing": {
      "raum": 3724607.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 411379386.0,
      "count": 168
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "DE",
    "FL",
    "LA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "TX"
  ],
  "websites": [
    "https://bluesphereadvisors.com",
    "https://facebook.com/BLUESPHEREADVISORS",
    "https://linkedin.com/IN/SANJAYKPAWAR"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283972",
  "city_as_filed": "EAST NORRITON",
  "url": "https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972",
  "display_name": "Bluesphere Advisors LLC",
  "summary": "Bluesphere Advisors LLC is an SEC-registered investment advisory firm in East Norriton, PA, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 11, 2026.",
  "citation": "AdvisorCensus. Bluesphere Advisors LLC (CRD 283972): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Bluesphere Advisors LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bluesphere Advisors LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Bluesphere Advisors LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 states: Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it); Hourly rate: $300 an hour (financial planning services); Flat fee: $500 to $40,000 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Bluesphere Advisors LLC located?",
      "a": "Bluesphere Advisors LLC's principal office is in East Norriton, PA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Bluesphere Advisors LLC registered with the SEC or a state?",
      "a": "Bluesphere Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 283972."
    },
    {
      "q": "How much does Bluesphere Advisors LLC manage?",
      "a": "Bluesphere Advisors LLC reports $506,221,339 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bluesphere Advisors LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bluesphere Advisors LLC: Regulatory assets under management: $315,694,158 in the October 2021 data and $506,221,339 in the October 2026 data, up 60%. Total employees: 9 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bluesphere Advisors LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (314); high net worth individuals (168)."
    },
    {
      "q": "Which custodians does Bluesphere Advisors LLC use?",
      "a": "Bluesphere Advisors 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."
    },
    {
      "q": "Does Bluesphere Advisors LLC report any disciplinary disclosures?",
      "a": "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/283972"
    },
    {
      "q": "Does Bluesphere Advisors LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 11, 2026 says: \"Bluesphere generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Bluesphere Advisors LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $445,136,606 to $506,221,339 (+14%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 315694158.0,
      "total_employees": 9,
      "filing_date": "2021-07-28"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 350932841.0,
      "total_employees": 8,
      "filing_date": "2022-09-08"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 304356571.0,
      "total_employees": 9,
      "filing_date": "2023-01-26"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 370579044.0,
      "total_employees": 8,
      "filing_date": "2024-01-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 445136606.0,
      "total_employees": 8,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 506221339.0,
      "total_employees": 8,
      "filing_date": "2026-03-11"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $445,136,606 to $506,221,339 (+14%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in OH, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.5% to 1.75% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $300 an hour (financial planning services)",
      "Flat fee: $500 to $40,000 (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "Investment advisory fees range from 0.50% to 1.75% annually, depending on the size and complexity of the Client relationship."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "Bluesphere generally does not impose a minimum size for establishing a relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (financial planning services)"
        ],
        "quotes": [
          "Bluesphere offers financial planning services either on an hourly basis, or for either a one time or ongoing annual fixed fee. Hourly fees can range up to $300 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $40,000 (financial planning services)"
        ],
        "quotes": [
          "Bluesphere offers financial planning services either on an hourly basis, or for either a one time or ongoing annual fixed fee. Hourly fees can range up to $300 per hour. Fixed fees range from $500 to $40,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.5,
        1.75
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 40000.0,
          "period": "one_time",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "Investment advisory fees range from 0.50% to 1.75% annually, depending on the size and complexity of the Client relationship.",
      "Bluesphere generally does not impose a minimum size for establishing a relationship.",
      "Bluesphere offers financial planning services either on an hourly basis, or for either a one time or ongoing annual fixed fee. Hourly fees can range up to $300 per hour.",
      "Bluesphere offers financial planning services either on an hourly basis, or for either a one time or ongoing annual fixed fee. Hourly fees can range up to $300 per hour. Fixed fees range from $500 to $40,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 314,
      "fewer_than_5": false,
      "raum": 91117346.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 168,
      "fewer_than_5": false,
      "raum": 411379386.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 3724607.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283972",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}