The BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a privately held investment adviser that advises $1.12Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 116.57% over the last 5-years.
The Group has been registered with the SEC for 21.43 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at BLUE BELL EXECUTIVE CAMPUS 470 NORRISTOWN ROAD, SUITE 305, WHITPAIN, PENNSYLVANIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 10 investment and 3 non-investment staff. The total number of Employees increased by 44.44% over the last 5-years.
Their $1.12Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 7 other accounts. Assets of High Net Worth Individuals clients own $866.64mn or 77.29% of Total Assets and Individuals own $247.16mn or 22.04% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.