Michael Patrick Weber

Employer firm

Blue Bell Private Wealth Management, LLC CRD 134184

$1.12B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2016 → 06/2019
  Bluesphere Advisors Llc
  E. Norriton, PA
• 07/2019 → 09/2020
  Your Planning Partners Llc
  Plymouth Meeting, PA
• 09/2020 → 04/2021
  Bluesphere Advisors Llc
  East Norriton, PA
• 04/2021 → Present
  Blue Bell Private Wealth Management
  Blue Bell, PA
• 04/2020 → Present
  Colonial Community Organization
  Plymouth Meeting, PA

Previous Registrations

• 2020-10-20 → 2021-06-08
  Bluesphere Advisors Llc
  East Norriton, PA
• 2019-08-09 → 2020-09-23
  Your Planning Partner Llc
  Palm Beach Gardens, FL
• 2016-06-22 → 2019-08-28
  Bluesphere Advisors Llc
  East Norriton, PA
• 2016-01-08 → 2016-06-23
  Ameriprise Financial Services, Llc
  East Norriton, PA
• 2015-04-16 → 2015-12-21
  Commonwealth Financial Network
  Phiadelphia, PA
• 2005-08-26 → 2015-02-09
  Ameriprise Financial Services, Llc
  Plymouth Meeting, PA
  West Conshohocken, PA
  Center Valley, PA
  Plymouth Meeting, PA
  Allentown, PA

Exams

• S66 Uniform Combined State Law Examination
  2005-08-24

Designations

• Certified Financial Planner

Other Names

• Mike Weber