Blue Bell Private Wealth Management, LLC
● SEC registered since 2005CRD 134184SEC# 801-64005Blue Bell, PA
Reg. AUM
$1.12B
Employees
13
Accounts
2,249
Location
Blue Bell, PA
Blue Bell Private Wealth Management, LLC assets under management
Blue Bell Private Wealth Management, LLC is an SEC-registered investment adviser based in Blue Bell, PA. The firm has been registered since 2005. It reports $1.1 billion in regulatory assets under management and employs 13 people.
Blue Bell Private Wealth Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| J Scott Miller Control | Chief Investment Officer & Joint Managing Member/Partner | 50-75% | 2005 |
| Jonathan Miller Control | Chief Executive Officer & Joint Managing Member/Partner | 25-50% | 2005 |
| Justin E Capetola Control | Chief Compliance Officer & Joint Managing Member/Partner | 25-50% | 2005 |
Frequently asked questions
How much does Blue Bell Private Wealth Management, LLC manage?
Blue Bell Private Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Blue Bell Private Wealth Management, LLC have?
Blue Bell Private Wealth Management, LLC reports 13 employees.
Where is Blue Bell Private Wealth Management, LLC located?
Blue Bell Private Wealth Management, LLC is based in Blue Bell, PA and has been SEC-registered since 2005.
Does Blue Bell Private Wealth Management, LLC disclose fund performance?
Blue Bell Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 |
| Phone | 610-825-3540 |
| Fax | 610-825-9690 |
| Office hours | 7:30 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1352860 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.12B▲ 31%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$1.12Bregulatory AUM
Discretionary $951.2MNon-discretionary $170M