CRD: 134184
Blue Bell Private Wealth Management, LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-28-2005
- Office Locations
- 1
Office Locations
About Blue Bell Private Wealth Management, LLC
Blue Bell Private Wealth Management is an independent, fee-only investment management and financial planning firm in suburban Philadelphia. The team builds personalized, risk-aligned portfolios with a disciplined asset-allocation approach, using ETFs and fixed income among core tools. It serves clients such as high-income executives and business owners, emphasizes continuous communication, and provides a password-protected client portal for account information.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 10, 2026, reported AUM increased 31.2%, from $854.7M to $1.1B.
Across 5 reported observations, AUM increased 94.2% between October 31, 2022 and March 10, 2026, from $577.4M to $1.1B.
Of the latest reported AUM, 84.8% is discretionary and 15.2% is non-discretionary.
The firm reports 10 advisory representatives and 813 clients, or 81.3 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
J SCOTT MILLER
Advisor, Chief Investment Officer, PARTNER
- CRD
- #335095
- Ownership
- 50% but less than 75%
JUSTIN E CAPETOLA
Advisor, Chief Compliance Officer, PARTNER
- CRD
- #4600202
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
HENRY WILLIAM FOX JR.
Investment Advisor Representative
- CRD
- #5577883
Alex LaRosa
Investment Advisor Representative
- CRD
- #6986865
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $951,239,417 | $436,549 |
| Non-Discretionary | $169,976,304 | $2,428,233 |
| Total | $1,121,215,721 | $498,540 |
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Separately Managed Accounts
SMA allocation detail is available
Blue Bell Private Wealth Management, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Blue Bell Private Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.