BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
CRD #134184 SEC #801-64005 BLUE BELL, PA 610-825-3540
SEC Registered
Total AUM
$854.7M
Discretionary
$790.1M
Employees
12
Clients
251
Accounts
2,332
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $854.7M | $790.1M | $64.6M | 12 | 1 |
| Mar 2025 | $854.7M | $790.1M | $64.6M | 12 | 1 |
| Nov 2024 | $670.7M | $619.2M | $51.5M | 11 | 1 |
| Mar 2024 | $670.7M | $619.2M | $51.5M | 11 | 1 |
| Nov 2023 | $534.9M | $490.3M | $44.6M | 10 | 2 |
| Feb 2023 | $534.9M | $490.3M | $44.6M | 10 | 2 |
| Feb 2023 | $534.9M | $490.3M | $44.6M | 10 | 2 |
| Oct 2022 | $577.4M | $530M | $47.4M | 10 | 1 |
| Apr 2022 | $577.4M | $530M | $47.4M | 10 | 1 |
| Mar 2022 | $577.4M | $530M | $47.4M | 10 | 1 |
| Nov 2021 | $517.7M | $475.6M | $42.2M | 9 | 0 |
| Nov 2021 | $517.7M | $475.6M | $42.2M | 9 | 0 |
| Sep 2021 | $517.7M | $475.6M | $42.2M | 9 | 0 |
| Feb 2021 | $517.7M | $475.6M | $42.2M | 9 | 0 |
| Feb 2021 | $517.7M | $475.6M | $42.2M | 9 | 0 |
| Oct 2020 | $471.4M | $429.3M | $42.1M | 9 | 0 |
| Jun 2020 | $471.4M | $429.3M | $42.1M | 9 | 0 |
| Jan 2020 | $471.4M | $429.3M | $42.1M | 9 | 0 |
| Nov 2019 | $374.2M | $347M | $27.2M | 9 | 0 |
| Mar 2019 | $374.2M | $347M | $27.2M | 9 | 0 |
| Jan 2019 | $404.1M | $382.7M | $21.5M | 9 | 0 |
| Oct 2018 | $404.1M | $382.7M | $21.5M | 9 | 0 |
| Jun 2018 | $404.1M | $382.7M | $21.5M | 9 | 0 |
| Mar 2018 | $404.1M | $382.7M | $21.5M | 9 | 0 |
| Jun 2017 | $336M | $317.2M | $18.8M | 9 | 400 |
| Mar 2017 | $336M | $317.2M | $18.8M | 9 | 400 |
| Oct 2016 | $302.6M | $284.1M | $18.5M | 10 | 300 |
| Feb 2016 | $302.6M | $284.1M | $18.5M | 10 | 300 |
| Feb 2015 | $276.4M | $268.9M | $7.4M | 9 | 300 |
| Oct 2014 | $245.5M | $242.7M | $2.7M | 9 | 300 |
| Mar 2014 | $245.5M | $242.7M | $2.7M | 9 | 300 |
| Feb 2014 | $245.5M | $242.7M | $2.7M | 9 | 300 |
| Jan 2014 | $245.5M | $242.7M | $2.7M | 9 | 300 |
| Oct 2013 | $194.6M | $192.9M | $1.8M | 6 | 300 |
| Jan 2013 | $194.6M | $192.9M | $1.8M | 6 | 300 |
| Feb 2012 | $189.3M | $172.7M | $16.6M | 6 | 300 |
| Mar 2011 | $240.9M | $173.3M | $67.7M | 10 | -- |
| Oct 2010 | $230.9M | $154.4M | $76.5M | 10 | -- |
| Apr 2007 | $201.7M | $201.7M | $0 | 10 | -- |
| Feb 2007 | $201.7M | $201.7M | $0 | 10 | -- |
| Mar 2006 | $118.8M | $118.8M | $0 | 10 | -- |
| Feb 2006 | $118.8M | $118.8M | $0 | 10 | -- |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$854.7M
Discretionary$790.1M
Non-Disc.$64.6M
Employees12
Clients1
DateMar 2025
Total AUM$854.7M
Discretionary$790.1M
Non-Disc.$64.6M
Employees12
Clients1
DateNov 2024
Total AUM$670.7M
Discretionary$619.2M
Non-Disc.$51.5M
Employees11
Clients1
DateMar 2024
Total AUM$670.7M
Discretionary$619.2M
Non-Disc.$51.5M
Employees11
Clients1
DateNov 2023
Total AUM$534.9M
Discretionary$490.3M
Non-Disc.$44.6M
Employees10
Clients2
DateFeb 2023
Total AUM$534.9M
Discretionary$490.3M
Non-Disc.$44.6M
Employees10
Clients2
DateFeb 2023
Total AUM$534.9M
Discretionary$490.3M
Non-Disc.$44.6M
Employees10
Clients2
DateOct 2022
Total AUM$577.4M
Discretionary$530M
Non-Disc.$47.4M
Employees10
Clients1
DateApr 2022
Total AUM$577.4M
Discretionary$530M
Non-Disc.$47.4M
Employees10
Clients1
DateMar 2022
Total AUM$577.4M
Discretionary$530M
Non-Disc.$47.4M
Employees10
Clients1
DateNov 2021
Total AUM$517.7M
Discretionary$475.6M
Non-Disc.$42.2M
Employees9
Clients0
DateNov 2021
Total AUM$517.7M
Discretionary$475.6M
Non-Disc.$42.2M
Employees9
Clients0
DateSep 2021
Total AUM$517.7M
Discretionary$475.6M
Non-Disc.$42.2M
Employees9
Clients0
DateFeb 2021
Total AUM$517.7M
Discretionary$475.6M
Non-Disc.$42.2M
Employees9
Clients0
DateFeb 2021
Total AUM$517.7M
Discretionary$475.6M
Non-Disc.$42.2M
Employees9
Clients0
DateOct 2020
Total AUM$471.4M
Discretionary$429.3M
Non-Disc.$42.1M
Employees9
Clients0
DateJun 2020
Total AUM$471.4M
Discretionary$429.3M
Non-Disc.$42.1M
Employees9
Clients0
DateJan 2020
Total AUM$471.4M
Discretionary$429.3M
Non-Disc.$42.1M
Employees9
Clients0
DateNov 2019
Total AUM$374.2M
Discretionary$347M
Non-Disc.$27.2M
Employees9
Clients0
DateMar 2019
Total AUM$374.2M
Discretionary$347M
Non-Disc.$27.2M
Employees9
Clients0
DateJan 2019
Total AUM$404.1M
Discretionary$382.7M
Non-Disc.$21.5M
Employees9
Clients0
DateOct 2018
Total AUM$404.1M
Discretionary$382.7M
Non-Disc.$21.5M
Employees9
Clients0
DateJun 2018
Total AUM$404.1M
Discretionary$382.7M
Non-Disc.$21.5M
Employees9
Clients0
DateMar 2018
Total AUM$404.1M
Discretionary$382.7M
Non-Disc.$21.5M
Employees9
Clients0
DateJun 2017
Total AUM$336M
Discretionary$317.2M
Non-Disc.$18.8M
Employees9
Clients400
DateMar 2017
Total AUM$336M
Discretionary$317.2M
Non-Disc.$18.8M
Employees9
Clients400
DateOct 2016
Total AUM$302.6M
Discretionary$284.1M
Non-Disc.$18.5M
Employees10
Clients300
DateFeb 2016
Total AUM$302.6M
Discretionary$284.1M
Non-Disc.$18.5M
Employees10
Clients300
DateFeb 2015
Total AUM$276.4M
Discretionary$268.9M
Non-Disc.$7.4M
Employees9
Clients300
DateOct 2014
Total AUM$245.5M
Discretionary$242.7M
Non-Disc.$2.7M
Employees9
Clients300
DateMar 2014
Total AUM$245.5M
Discretionary$242.7M
Non-Disc.$2.7M
Employees9
Clients300
DateFeb 2014
Total AUM$245.5M
Discretionary$242.7M
Non-Disc.$2.7M
Employees9
Clients300
DateJan 2014
Total AUM$245.5M
Discretionary$242.7M
Non-Disc.$2.7M
Employees9
Clients300
DateOct 2013
Total AUM$194.6M
Discretionary$192.9M
Non-Disc.$1.8M
Employees6
Clients300
DateJan 2013
Total AUM$194.6M
Discretionary$192.9M
Non-Disc.$1.8M
Employees6
Clients300
DateFeb 2012
Total AUM$189.3M
Discretionary$172.7M
Non-Disc.$16.6M
Employees6
Clients300
DateMar 2011
Total AUM$240.9M
Discretionary$173.3M
Non-Disc.$67.7M
Employees10
Clients--
DateOct 2010
Total AUM$230.9M
Discretionary$154.4M
Non-Disc.$76.5M
Employees10
Clients--
DateApr 2007
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$118.8M
Discretionary$118.8M
Non-Disc.$0
Employees10
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--