# Bluesphere Advisors LLC

> 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.

- CRD: 283972
- Filed as: BLUESPHERE ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: East Norriton, PA
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283972
- AdvisorCensus page: https://advisorcensus.com/firm/bluesphere-advisors-llc-east-norriton-pa-283972

## Quick answers

**How is Bluesphere Advisors LLC compensated?**
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).

**How much does Bluesphere Advisors LLC charge?**
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.

**Where is Bluesphere Advisors LLC located?**
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).

**Is Bluesphere Advisors LLC registered with the SEC or a state?**
Bluesphere Advisors LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 283972.

**How much does Bluesphere Advisors LLC manage?**
Bluesphere Advisors LLC reports $506,221,339 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (100% discretionary).

**How have Bluesphere Advisors LLC's assets and staff changed since 2021?**
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.

**What types of clients does Bluesphere Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (314); high net worth individuals (168).

**Which custodians does Bluesphere Advisors LLC use?**
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.

**Does Bluesphere Advisors 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/283972

**Does Bluesphere Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 11, 2026 says: "Bluesphere generally does not impose a minimum size for establishing a relationship."

**What changed in Bluesphere Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $445,136,606 to $506,221,339 (+14%).

## 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 11, 2026)

- Asset-based fee: 0.5% to 1.75% a year (a range, as the brochure states it)

> Investment advisory fees range from 0.50% to 1.75% annually, depending on the size and complexity of the Client relationship.

- Account minimum: None

> Bluesphere generally does not impose a minimum size for establishing a relationship.

- Hourly rate: $300 an hour (financial planning services)

> 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.

- Flat fee: $500 to $40,000 (financial planning services)

> 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.

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: $506,221,339
- Discretionary: $503,929,849
- Non-discretionary: $2,291,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 314 | $91,117,346 |
| High net worth individuals | 168 | $411,379,386 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,724,607 |
| Charitable organizations | Fewer than 5 | $0 |

### 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: 2019 (7 years)
- Employees: 8 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, DE, FL, LA, MD, NC, NH, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Newark, DE
- Yardley, PA

### Websites listed on Form ADV (Item 1.I)
- [bluesphereadvisors.com](https://bluesphereadvisors.com)
- Facebook @BLUESPHEREADVISORS
- LinkedIn @SANJAYKPAWAR

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $315,694,158 | 9 | July 28, 2021 |
| October 2022 | $350,932,841 | 8 | September 8, 2022 |
| October 2023 | $304,356,571 | 9 | January 26, 2023 |
| October 2024 | $370,579,044 | 8 | January 31, 2024 |
| October 2025 | $445,136,606 | 8 | March 5, 2025 |
| October 2026 | $506,221,339 | 8 | March 11, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $445,136,606 to $506,221,339 (+14%).

### January 2026
- No longer registered or notice-filed in OH, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bluesphere Advisors LLC (CRD 283972): Form ADV filing data as of October 2026.