TrueAdvisor
TrueAdvisor
MW
CFP
MW
CFP

Michael Patrick Weber

Blue Bell Private Wealth Management, LLC
20 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth
Blue Bell Private Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
806 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$854.7M

Fee Structure

Location

Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA, 19422-2322

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Blue Bell Private Wealth Management, LLC
April 2021 - Present · 4 yrs 10 mos
Previous Registrations
Bluesphere Advisors LLC
October 2020 - June 2021 · 8 mos
Your Planning Partner LLC
August 2019 - September 2020 · 1 yr 1 mo
Bluesphere Advisors LLC
June 2016 - August 2019 · 3 yrs 2 mos
Ameriprise Financial Services, INC.Broker
January 2016 - June 2016 · 5 mos
Ameriprise Financial Services, INC.
January 2016 - June 2016 · 5 mos
Commonwealth Financial Network
April 2015 - December 2015 · 8 mos
Commonwealth Financial NetworkBroker
April 2015 - December 2015 · 8 mos
Ameriprise Financial Services, INC.
August 2005 - February 2015 · 9 yrs 6 mos
Ameriprise Financial Services, INC.Broker
August 2005 - February 2015 · 9 yrs 6 mos
Ids Life Insurance CompanyBroker
August 2005 - July 2006 · 11 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.