Bluesphere Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, and insurance. Financial planning was provided to 1–10 clients last fiscal year.
Bluesphere Advisors reports 482 clients. They include 314 individual clients and 168 high-net-worth individuals. Of its assets, 99.5% ($504M across 1,274 accounts) are managed with discretion; $2.29M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 65% | 18% |
| High-net-worth individuals | 35% | 81% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | 0% |
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) | 314 | $91.1M | 18.0% | $290K |
| High-net-worth individuals | 168 | $411M | 81.3% | $2.45M |
| Pension and profit-sharing plans | Fewer than 5 | $3.72M | 0.7% | — |
| Charitable organizations | Fewer than 5 | $0 | 0.0% | — |
| Total | 482 | $506M | 100% | — |
- Clients
- 314
- Regulatory AUM
- $91.1M
- AUM share
- 18.0%
- Avg. per client
- $290K
- Clients
- 168
- Regulatory AUM
- $411M
- AUM share
- 81.3%
- Avg. per client
- $2.45M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.72M
- AUM share
- 0.7%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $0
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 482
- Regulatory AUM
- $506M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Bluesphere Advisors charges 0.50%–1.75% a year for its Investment Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at up to $300 an hour, or as a one-time or annual fixed fee from $500 to $40,000; fees may be negotiable.
Sanjay Pawar owns 75% or more of Bluesphere Advisors. The leadership team of Bluesphere Advisors includes President Sanjay Pawar. It has 8 employees, 4 of them in advisory roles.
Leadership
- Sanjay PawarMember, President, CEO and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
- James Drew Harrington
- Sanjay Krishnarao Pawar
- David Ralph Ritrovato
- Xing Wang
Staff
- 8 employees
- 4 in advisory functions
- 4 state-registered reps
- 1 broker-dealer rep
- Owns 75% or more of Bluesphere Advisors LLC
Sanjay Pawar
Control person · since June 2016
Bluesphere Advisors’ regulatory assets grew 1.6× from $316M (July 2021) to $506M (March 2026); clients were 482 in both filings and employees fell from 9 to 8.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $506M | 482 | 8 | 4 |
| March 2025 | $445M | 463 | 8 | 4 |
| January 2024 | $371M | 432 | 8 | 4 |
| January 2023 | $304M | 431 | 9 | 5 |
| May 2022 | $351M | 585 | 8 | 5 |
| July 2021 | $316M | 487 | 9 | 5 |
Besides its headquarters, Bluesphere Advisors has 3 offices (1 private residence, listed without an address), with 3 listed addresses in Delaware and Pennsylvania.
Pennsylvania · 2 listed addresses
- 2108 Dekalb Pike, East NorritonHQ
- 71 Glen Drive, Yardley
Delaware · 1 listed address
- 630 Churchmans Road, Newark
Contact and registration details
- Legal name
- Bluesphere Advisors LLC
- Headquarters
- 2108 Dekalb Pike, East Norriton, PA 19401
- Website
- bluesphereadvisors.com
- Phone
- 610-277-1515
- SEC file
- 801-117413
- Founded
- 2016
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Bluesphere Advisors uses Charles Schwab ($505M) as custodian for its separately managed accounts. Bluesphere Advisors has custody of $36K in client assets for 1 client.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $505M100%
At year end, Bluesphere Advisors’ separately managed accounts were mostly in funds (82%) and stocks (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $324M across 121 positions; the largest are iShares TR (28.7%), iShares TR (18.9%) and iShares TR (5.6%).
What the accounts hold
- Stocks14%
- Funds82%
- Cash3%
- Other1%
- Structured products1%
Reported 13F holdings
- $324M
- Reported 13F value
- 121
- Positions
- 69.8%
- In the 10 largest
- +15.2%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF28.7%
- iShares TR · Rus 1000 Grw ETF18.9%
- iShares TR · Global 100 ETF5.6%
- iShares TR · Rus Tp200 GR ETF4.3%
- iShares TR · US Aer Def ETF2.3%
- Nvidia Corporation2.3%
- Alphabet Inc. · Cap Stk CL A2.3%
- Vaneck ETF Trust · Semiconductr ETF2.2%
- Microsoft Corp.1.8%
- SPDR Series Trust · ST Str P500etf1.5%
Together, the ten largest are 69.8% of reported value.
How many clients does Bluesphere Advisors have?
Bluesphere Advisors has 482 clients and manages $506 million for them, as of March 2026. They include 314 individual clients and 168 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 March 2026
What services does Bluesphere Advisors offer?
Bluesphere Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, business succession planning, education planning, and insurance.
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 Bluesphere Advisors charge?
Bluesphere Advisors charges 0.50%–1.75% a year for its Investment Management Services. The fee is billed in arrears and is negotiable.
Which custodians does Bluesphere Advisors use?
Bluesphere Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $505M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 March 2026
How many financial advisors does Bluesphere Advisors have?
Bluesphere Advisors has 4 investment adviser representatives registered with state securities authorities, out of 8 employees, and 4 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are 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 Bluesphere Advisors invest in?
At the end of its last fiscal year, Bluesphere Advisors’ separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 14% exchange-traded equities, 3% cash and equivalents and 1% other. The 1% other category is described as: Structured Products.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Bluesphere Advisors?
Bluesphere Advisors’ direct owner is Sanjay Pawar (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 11 March 2026
How does Bluesphere Advisors get paid?
Bluesphere Advisors 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 Bluesphere Advisors?
Bluesphere Advisors’ main office is at 2108 Dekalb Pike, East Norriton, PA 19401. Its phone number is 610-277-1515. Its website is bluesphereadvisors.com.