Blue Bell Private Wealth Management LLC


Assets, Funds, Holdings

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Blue Bell Private Wealth Management LLC
CRD #134184
SEC #801-64005
CIK #0001352860
AUM $471.4 MM (91% Disc, 100% US, 2020-06-24)
Employees 9 (78% Investors, 0% Brokers)
AddressBlue Bell Executive Campus
Blue Bell, PA 19422-2322
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
SPY 57.1
SCHX 22.3
SCHB 12.3
DIA 6.4
IWM 5.7
SCHA 5.0
IVV 3.5
SCHV 3.2
SCHM 3.0
VTI 2.3
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Cardinal Point Wealth Management LLC
CA 0.5
Builder Investment Group Inc
GA 0.5
Financial Decisions Inc
CA 0.5
Advisors Management Group Inc
WI 0.5
Trunorth Wealth Partners LLC
MN 0.5
Proffitt & Goodson Inc
TN 0.5
The Capital Group Investment Advisory Services LLC
MD 0.5
Tamar Securities LLC
CA 0.5
Sterling Financial Planning Inc
NJ 0.5
Seamount Financial Group Inc
CO 0.5
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