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 $670,698,240 in 1,906 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management671MILLION
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Total Number of Accounts1,906ACCOUNTS
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Average Account Value$351,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, DE, FL, MD, NH, NJ, NY, PA, SC, TX, VA
Justin Capetola (CRD# 4600202) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 19 years of experience in the finance industry.
Henry Fox (CRD# 5577883) 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.
Alex Larosa (CRD# 6986865) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 5 years of experience in the finance industry.
J Miller (CRD# 335095) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 41 years of experience in the finance industry.
Jonathan Miller (CRD# 4363504) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 22 years of experience in the finance industry.
Jon Sobotkin (CRD# 5268398) is an Investment Advisor Representative working at Blue Bell Private Wealth Management, LLC in Blue Bell, PA and has over 17 years of experience in the finance industry.
Michael Weber (CRD# 4970493) 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.