BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,121,215,721
Discretionary
$951,239,417
Non-discretionary
$169,976,304
Firm details
- CRD number
- 134184
- SEC file number
- 801-64005
- Main office
- BLUE BELL, PA, United States
- Employees
- 13
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.