Blue Bell Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning. Financial planning was provided to 251–500 clients last fiscal year.
Blue Bell Private Wealth Management reports 811 clients. They include 595 individual clients, 209 high-net-worth individuals, and 7 corporations and other businesses. Of its assets, 84.8% ($951M across 2,179 accounts) are managed with discretion; $170M across 70 accounts are not. Of its clients, 1% are outside the U.S. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 73% | 22% |
| High-net-worth individuals | 26% | 77% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 595 | $247M | 22.0% | $415K |
| High-net-worth individuals | 209 | $867M | 77.3% | $4.15M |
| Charitable organizations | Fewer than 5 | $6.47M | 0.6% | — |
| Corporations and other businesses | 7 | $947K | 0.1% | $135K |
| Total | 811 | $1.12B | 100% | — |
- Clients
- 595
- Regulatory AUM
- $247M
- AUM share
- 22.0%
- Avg. per client
- $415K
- Clients
- 209
- Regulatory AUM
- $867M
- AUM share
- 77.3%
- Avg. per client
- $4.15M
- Clients
- Fewer than 5
- Regulatory AUM
- $6.47M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- 7
- Regulatory AUM
- $947K
- AUM share
- 0.1%
- Avg. per client
- $135K
Total
- Clients
- 811
- Regulatory AUM
- $1.12B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Blue Bell Private Wealth Management charges up to 2.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Consulting Services
- Estate consulting and settlement are billed at a fixed fee typically from $250 to $10,000 or hourly at $250 to $500, negotiable.
- Retirement Plan Participant Discretionary Account Management
- Negotiable fee that does not exceed an annual rate of 1.00% of the client's retirement plan assets under management.
J Miller owns 50% to 75% of Blue Bell Private Wealth Management. Jonathan Miller is CEO; the leadership team includes Chief Investment Officer J Miller and Chief Compliance Officer Justin Capetola. It has 13 employees, 10 of them in advisory roles.
Staff
- 13 employees
- 10 in advisory functions
- 10 state-registered reps
- Owns 50% to 75% of Blue Bell Private Wealth Management, LLC
J Miller
Control person · since May 2005
- Owns 25% to 50% of Blue Bell Private Wealth Management, LLC
Justin Capetola
Control person · since May 2005
- Owns 25% to 50% of Blue Bell Private Wealth Management, LLC
Jonathan Miller
Control person · since May 2005
Blue Bell Private Wealth Management’s regulatory assets grew 2.2× from $518M (February 2021) to $1.12B (March 2026); clients rose from 546 to 811 and employees from 9 to 13.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $1.12B | 811 | 13 | 3 |
| Mar 2025March 2025 | $855M | 806 | 12 | 4 |
| Mar 2024March 2024 | $671M | 739 | 11 | 4 |
| Feb 2023February 2023 | $535M | 682 | 10 | 3 |
| Apr 2022April 2022 | $577M | 613 | 10 | 3 |
| Feb 2021February 2021 | $518M | 546 | 9 | 1 |
Besides its headquarters, Blue Bell Private Wealth Management has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue BellHQ
Other business names
Blue Bell Private Wealth Management has reported 1 other business name to the SEC.
- Blue Bell Wealth Management
Contact and registration details
- Legal name
- Blue Bell Private Wealth Management, LLC
- Headquarters
- Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322
- Website
- bluebellpwm.com
- Phone
- 610-825-3540
- SEC file
- 801-64005
- Founded
- 2005
- Structure
- Delaware LLC
- Fiscal year end
- December
Blue Bell Private Wealth Management’s named custodian for separately managed accounts is Charles Schwab ($1.12B). Blue Bell Private Wealth Management has custody of $83.3M for 61 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.12B100%
At year end, Blue Bell Private Wealth Management’s separately managed accounts were mostly in funds (60%) and stocks (19%). Its reported 13F holdings for the quarter ended 30 June 2026 total $802M across 716 positions; the largest are State Street SPDR S&P 500 ETF (20.4%), General Amern Invs CO Inc. (6.6%) and Schwab U.S. Large-cap ETF (2.8%).
What the accounts hold
- Stocks19%
- Funds60%
- Bonds16%
- Investment grade corporate bonds13%
- U.S. government and agency bonds2%
- High-yield corporate bonds1%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Blue Bell Private Wealth Management have?
Blue Bell Private Wealth Management has 811 clients and manages $1.12 billion for them, as of March 2026. They include 595 individual clients, 209 high-net-worth individuals, and 7 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Blue Bell Private Wealth Management offer?
Blue Bell Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Blue Bell Private Wealth Management charge?
Blue Bell Private Wealth Management charges up to 2.00% a year for its Investment Advisory Services. The fee is billed in arrears and is negotiable.
Source: ADV PART 2A, filed 9 March 2026
Which custodians does Blue Bell Private Wealth Management use?
Blue Bell Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.12B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Blue Bell Private Wealth Management have?
Blue Bell Private Wealth Management has 10 investment adviser representatives registered with state securities authorities, out of 13 employees, and 10 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Blue Bell Private Wealth Management invest in?
At the end of its last fiscal year, Blue Bell Private Wealth Management’s separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 19% exchange-traded equities, 13% investment grade corporate bonds, 4% cash and equivalents, 2% U.S. government and agency bonds and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Blue Bell Private Wealth Management?
Blue Bell Private Wealth Management’s direct owners are Justin Capetola (25% to 50%), J Miller (50% to 75%) and Jonathan Miller (25% to 50%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Blue Bell Private Wealth Management get paid?
Blue Bell Private Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Blue Bell Private Wealth Management?
Blue Bell Private Wealth Management’s main office is at Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322. Its phone number is 610-825-3540. Its website is bluebellpwm.com.