| Name | Title | Ownership | Since |
|---|---|---|---|
| J Scott Miller Control | Chief Investment Officer & Joint Managing Member/Partner | 50-75% | 2005 |
| Jonathan Miller Control | Chief Executive Officer & Joint Managing Member/Partner | 25-50% | 2005 |
| Justin E Capetola Control | Chief Compliance Officer & Joint Managing Member/Partner | 25-50% | 2005 |
Blue Bell Private Wealth Management, LLC reports $854.7 million in regulatory assets under management on its Form ADV.
Blue Bell Private Wealth Management, LLC reports 12 employees.
Blue Bell Private Wealth Management, LLC is based in Blue Bell, PA and has been SEC-registered since 2005.
Blue Bell Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | Blue Bell Executive Campus, 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322 |
| Phone | 610-825-3540 |
| Fax | 610-825-9690 |
| Office hours | 7:30 a.m. - 5 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1352860 |
| Discloses disciplinary history | No |
| Discretionary | $790.1M |
| Non-discretionary | $64.6M |
| Total (RAUM) | $854.7M |