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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 06-21-2016
- Office Locations
- 2
Office Locations
About Bluesphere Advisors LLC
Bluesphere Advisors is a fee-only fiduciary RIA providing holistic financial planning and investment management for individuals, families, and business owners, including tax planning, estate planning, and risk assessment. The team coordinates with clients’ CPAs and attorneys to implement plans. Portfolios emphasize diversified asset allocation using ETFs and mutual funds, and the firm custodies with Schwab.
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Owner & Executives
SANJAY KRISHNARAO PAWAR
Advisor, Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #4747958
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
James Drew Harrington
Senior Investment Advisor
- CRD
- #4461935
DAVID RALPH RITROVATO
Advisor
- CRD
- #2017743
Delta matrix
Prime delta north
- CRD
- #86236
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $503,929,849 | $395,549 |
| Non-Discretionary | $2,291,490 | $381,915 |
| Total | $506,221,339 | $395,485 |
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Separately Managed Accounts
Total SMA Asset: $506,221,339
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,433,844,730 | 32.4% |
| Equity - Exchange | $1,915,525,945 | 25.5% |
| Cash | $713,627,313 | 9.5% |
| Other | $2,448,868,463 | 32.6% |
| Total | $7,511,866,451 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION HORIZON QUANTUM | SIGNAL WAVE | ZZLBL911N | HMKB | 6.55% | $40,158,597 |
| MATRIX BRIDGE | ZENITH RIDGE | 7EUOK1DK8 | SMLC | 8.19% | $115,269,823 |
| RADIAL LEGACY | MERIDIAN HARBOR | GM3F2M97W | MISJJ | 1.48% | $30,612,337 |
| UNISON SIGNAL MERIDIAN | DELTA MATRIX | TAA0TDFBV | IRDC | 4.44% | $45,407,694 |
| TIMBER SIGNAL | INSIGHT QUANTUM | 9BKVBBRIM | PCG | 8.02% | $97,520,322 |
| BRIDGE RIDGE | MATRIX QUANTUM | 5QNB6XE2F | CWW | 7.15% | $49,356,627 |
| PEAK GLACIER | SUMMIT VALUE | 8KUK8GRPA | DLR | 7.52% | $64,461,270 |
| OPTIMA BRIDGE | PATHWAY ALPHA | 19F0WO31U | ENQ | 5.89% | $112,532,572 |