Blue Bell Private Wealth Management, LLC

Blue Bell Private Wealth Management, LLC (CRD# 134184) is a financial advisory firm headquartered in Blue Bell, PA. They manage $302,597,613 in 1,016 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    303
    MILLION
  • Total Number of Accounts
    1,016
    ACCOUNTS
  • Average Account Value
    $297,832
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, MD, NJ, NY, PA, VA

Financial Advisors at Blue Bell Private Wealth Management, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Justin E. Capetola
CRD#: 4600202
470 Norristown Road, Suite 305, Blue Bell, PA 19422
93
Wealthminder
score

Justin Capetola (CRD# 4600202) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 12 years of experience in the finance industry.

2
Henry W. Fox
CRD#: 5577883
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422
93
Wealthminder
score

Henry Fox (CRD# 5577883) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 8 years of experience in the finance industry.

3
Jon P. Sobotkin
CRD#: 5268398
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422
93
Wealthminder
score

Jon Sobotkin (CRD# 5268398) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 10 years of experience in the finance industry.

4
Miguel L. Biamon
CRD#: 3129143
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422
90
Wealthminder
score

Miguel Biamon (CRD# 3129143) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 18 years of experience in the finance industry.

5
Christopher J. Paleologus
CRD#: 6299759
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422
89
Wealthminder
score

Christopher Paleologus (CRD# 6299759) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 2 years of experience in the finance industry.

6
James F. Behr
CRD#: 6275060
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422
88
Wealthminder
score

James Behr (CRD# 6275060) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 2 years of experience in the finance industry.

7
J S. Miller
CRD#: 335095
Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422
83
Wealthminder
score

J Miller (CRD# 335095) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 34 years of experience in the finance industry.

8
Jonathan Miller
CRD#: 4363504
470 Norristown Road, Suite 305, Blue Bell, PA 19422
68
Wealthminder
score

Jonathan Miller (CRD# 4363504) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 15 years of experience in the finance industry.

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