TrueAdvisor
TrueAdvisor
DL
CFP
DL
CFP
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
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Commonwealth Financial Network
January 2015 - August 2023 · 8 yrs 7 mos
Commonwealth Financial NetworkBroker
June 2014 - December 2022 · 8 yrs 6 mos
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.