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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 25, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CASSIDY, FRANCIS, XAVIER | I | MANAGING MEMBER/CCO | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | E | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| MILLER, J, SCOTT | I | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | D | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | C | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| CAPETOLA, JUSTIN, E | I | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
| MILLER, JONATHAN | I | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 25, 2025 REGISTERED
Notice Filings (15)
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Address
BLUE BELL EXECUTIVE CAMPUS470 NORRISTOWN ROAD, SUITE 305
BLUE BELL, PA 19422-2322
United States
Phone: 610-825-3540