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Blue Bell Private Wealth Management, LLC CRD 134184
$1.12B regulatory AUM 2 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-05-01 |
Branch Locations
Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Aberdeen Fund Distributors, Llc | Philadelphia | PA | 06/2015 | 12/2018 |
| Aberdeen Asset Management Inc. | Philadelphia | PA | 06/2015 | 12/2018 |
| Aberdeen Asset Management Inc. | Philadelphia | PA | 01/2019 | 12/2021 |
| Aberdeen Asset Management Inc. | Philadelphia | PA | 01/2022 | 10/2023 |
| Unemployed | Blue Bell | PA | 11/2023 | 12/2025 |
| Blue Bell Private Wealth Management | Blue Bell | PA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2007-02-12 |
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