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| Bluesphere Advisors LLC
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| |
|---|---|
| CRD # | 283972 |
| SEC # | 801-117413 |
| CIK # | 0001844108 |
| AUM | $445.1 M (2025-03-05) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Phone | 610-277-1515 |
| Address | 2108 Dekalb Pike East Norriton, PA 19401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 7.5 | ||
| Alphabet Inc | 4.8 | ||
| SPDR Gold Trust | 4.0 | ||
| Nvidia Corp | 3.7 | ||
| Philip Morris International Inc | 3.1 | ||
| Netflix Inc | 2.1 | ||
| Apple Inc | 1.7 | ||
| Amazon Com Inc | 1.7 | ||
| Palo Alto Networks Inc | 1.6 | ||
| Facebook Inc | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 324 | 100.5 |
| (b) Individuals (high net worth individuals) | 139 | 340.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 4.2 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,219 | 445.1 |
| By Discretionary | ||
| Discretionary | 1,217 | 443.1 |
| Non-Discretionary | 2 | 2.0 |
| Total | 1,219 | 445.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 445.1 | |
| Total | 1,219 | 445.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001844108] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
44 Wealth Management LLC
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OR | 0.4 |
|
Total Management Group Inc
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NY | 0.4 |
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Keystone Global Partners LLC
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CO | 0.4 |
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Ascent Capital Management LLC
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NC | 0.4 |
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Heward Investment Management Inc
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0.4 | |
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Schmidt Financial Management Inc
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WA | 0.4 |
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Shorehaven Wealth Partners LLC
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|
NJ | 0.4 |
|
BCGM Wealth Management LLC
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|
IN | 0.4 |
|
Colton Groome Financial Advisors LLC
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|
NC | 0.4 |