Blue Bell Private Wealth Management, LLC
Blue Bell Private Wealth Management, LLC is an independent wealth management firm headquartered in the Blue Bell Executive Campus, Blue Bell, Pennsylvania. Founded in 2005, the firm provides comprehensive financial planning and investment management services primarily to individuals, including high net worth clients, and a small number of corporations and charitable organizations. The firm employs approximately 12 professionals and helps clients in Montgomery County and beyond meet long-term financial goals through disciplined strategies and personalized service.
Investment Strategy
Blue Bell Private Wealth Management employs a client-focused and diversified approach to investment management. The firm builds personalized portfolios for individual and high net worth clients, primarily invested in exchange-traded funds (ETFs), mutual funds, and individual equities, often including core positions in broad market funds and select active managers. Their strategy emphasizes risk management, asset diversification, and long-term growth, complemented by ongoing financial planning tailored to each client's unique goals and risk tolerance.
Top Holdings
Equity Positions (708)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | 24.27% | $159.7M | 239,721 | $305.62 | $666.18 | +$11.8M |
G GAM | GENERAL AMERN INVS CO INC COM | 6.95% | $45.8M | 735,423 | $35.70 | $62.21 | +$4.6M |
S SCHX | SCHWAB U.S. LARGE-CAP ETF | 3.30% | $21.7M | 824,178 | $9.96 | $26.34 | +$1.3M |
A ADX | ADAMS DIVERSIFIED EQUITY FD COM | 3.14% | $20.7M | 926,556 | $14.23 | $22.30 | +$380.4K |
S SCHB | SCHWAB U.S. BROAD MARKET ETF | 2.40% | $15.8M | 614,063 | $10.44 | $25.71 | +$1.0M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TRUST | New | Put | $266.5K | 4 | $666.18 | $666.18 | +4 | +$266.5K |
S SPY | SPDR S&P 500 ETF TRUST | New | Call | $66.6K | 1 | $666.18 | $666.18 | +1 | +$66.6K |