# Blue Bell Private Wealth Management

Blue Bell Private Wealth Management is a Bank / Wealth / Trust based in Blue Bell, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Blue Bell, United States
- **Region:** North America
- **Address:** Blue Bell, PA, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** bluebellpwm.com
- **LinkedIn:** https://www.linkedin.com/company/blue-bell-private-wealth-management

## Regulatory record

- **CRD number:** 134184
- **SEC file number:** 801-64005
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/134184

## About

Blue Bell Private Wealth Management was established in 2005. It functions as a registered investment advisor providing advisory services. The firm delivers investment planning and portfolio management to individuals, corporations, and other entities. Engagements occur on both discretionary and non-discretionary terms. No additional offices, team size, or recent operational events from the last 24 months are recorded in available sources. The firm maintains a standard wealth-management structure without disclosed hybrid vehicles or succession details.

## Questions

### Who runs investment decisions at Blue Bell Private Wealth Management?

No named principals or CIO are disclosed in available sources.

### Does Blue Bell Private Wealth Management participate in fund commitments or only direct deals?

The firm provides investment advisory services on discretionary and non-discretionary bases; specific deal structures are not detailed.

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- [Bluebee Software](https://altss.com/profile/bluebee-software)

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Last updated: 2026-06-03T20:00:00.000Z

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