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BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL, PA · CRD 134184 · IAPD ↗ · 610-825-3540

$1.12BRegulatory AUM
10Advisory reps
13Employees
2Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC notice-filed in CT, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2026 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($854.7M -> $1.12B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
63
April 2025 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 27% ($670.7M -> $854.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2025 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2024 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC notice-filed in NC, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2024 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
63
April 2024 — BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC reported RAUM up 25% ($534.9M -> $670.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.