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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CRD 134184 · SEC 801-64005
BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305, BLUE BELL, PA, 19422-2322, United States
Phone
610-825-3540
Fax
610-825-9690
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.12B
Discretionary AUM
$951.2M
Team
13 total employees; 10 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 595 | $247.2M |
| High net worth individuals | 209 | $866.6M |
| Corporations/business entities | 7 | $947K |
States served
CA, DE, MD, MA, NJ, NY, NC, PA, SC, TN, VA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/in/justincapetola/
- https://x.com/bluebellpwm
- https://www.linkedin.com/in/michael-weber-cfp%C2%AE-05b18872/
- https://www.linkedin.com/in/j-scott-miller-jr-2b630249/
- https://www.linkedin.com/in/jon-sobotkin-91557064/
- https://www.linkedin.com/in/alex-larosa/
- https://www.instagram.com/bluebellpwm/?hl=en
- HTTPS://WWW.FACEBOOK.COM/BLUEBELLPWM/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BLUE-BELL-PRIVATE-WEALTH-MANAGEMENT
- https://www.linkedin.com/in/hank-fox/
- https://www.linkedin.com/in/scott-j-3809b414b/
- https://bluebellpwm.com/
- https://www.youtube.com/@bluebell-wealth-management
Official SEC filing: View on IAPD