EAST NORRITON, PACRD 283972Latest ADV March 11, 2026
Bluesphere Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in East Norriton, PA. Its latest Form ADV filing, dated March 11, 2026, reports $506M in regulatory assets under management, 8 employees, 3 offices, and 1,280 accounts.
Assets Under Management
$506M
Employees
8
Offices
3 offices
Total Clients
482
Primary office
EAST NORRITON, PA
2108 DEKALB PIKE, EAST NORRITON, 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 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.1% of total clients.
Top client categories% of clientsClients
1
Individuals
65.1%
314
2
HNWI
34.9%
168
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of March 11, 2026
Discretionary99.5%
$504M
100% of total RAUM99.5%
Non-discretionary0.5%
$2M
0% of total RAUM0.5%
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$506M
Total Accounts1,280
10Y AUM Change+$394M (+350.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee60:1
10Y Employee Change+4 (+100.0%)
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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.