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| Bluesphere Advisors LLC
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| CRD # | 283972 |
| SEC # | 801-117413 |
| CIK # | 0001844108 |
| AUM | 506.2 M (2026-03-11) |
| Employees | 8 (50% Investors, 12% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-277-1515 |
| Address | 2108 Dekalb Pike East Norriton, PA 19401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001844108 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.0 | ||
| Microsoft Corp | 5.8 | ||
| Nvidia Corp | 5.7 | ||
| SPDR Gold Trust | 4.0 | ||
| UnitedHealth Group Inc | 3.1 | ||
| Philip Morris International Inc | 2.8 | ||
| Apple Inc | 2.8 | ||
| Amazon Com Inc | 1.7 | ||
| Lilly Eli & Co | 1.4 | ||
| Goldman Sachs Group Inc | 1.4 | ||
| Netflix Inc | 1.3 | ||
| Palo Alto Networks Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 314 | 91.1 |
| (b) Individuals (high net worth individuals) | 168 | 411.4 |
| (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 | 3.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 1,280 | 506.2 |
| By Discretionary | ||
| Discretionary | 1,274 | 503.9 |
| Non-Discretionary | 6 | 2.3 |
| Total | 1,280 | 506.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.2 | |
| Total | 1,280 | 506.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001844108] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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✚
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|
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