Blue Bell Private Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Blue Bell, PA. Its latest Form ADV filing, dated March 10, 2026, reports $1.1B in regulatory assets under management, 13 employees, 2 offices, and 2,249 accounts.
Assets Under Management
$1.1B
Employees
13
Offices
2 offices
Total Clients
811
Primary office
BLUE BELL, PA
BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305, BLUE BELL, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 73.4% of total clients.
Top client categories% of clientsClients
1
Individuals
73.4%
595
2
HNWI
25.8%
209
3
Corporations
0.9%
7
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 10, 2026
Discretionary84.8%
$951M
85% of total RAUM84.8%
Non-discretionary15.2%
$170M
15% of total RAUM15.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts2,249
10Y AUM Change+$785M (+233.6%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee62:1
10Y Employee Change+4 (+44.4%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.