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BLUESPHERE ADVISORS LLC

EAST NORRITON, PA · CRD 283972 · IAPD ↗ · (610) 277-1515

$506.2MRegulatory AUM
4Advisory reps
8Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — BLUESPHERE ADVISORS LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
March 2026 — BLUESPHERE ADVISORS LLC crossed $500M in regulatory AUM ($445.1M -> $506.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
March 2025 — BLUESPHERE ADVISORS LLC notice-filed in LA, NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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