Blue Bell Private Wealth Management Employee Directory

Q: What is Blue Bell Private Wealth Management known for?

Blue Bell Private Wealth Management was founded in 2005. Blue Bell Private Wealth Management operates in the Investment Management industry.

Investment ManagementPennsylvania, United States11-50 Employees

Our firm is a fee-only investment advisory and financial planning firm located in Blue Bell, PA. With over 120 years of combined experience we are dedicated to helping clients maximize their financial goals. 

Through a team effort, we seek to build and maintain long-term relationships using constant, effective communication and impeccable service. Our goal is to improve every clients financial position, simplify their lives and achieve reliable investment results.

Find Blue Bell Private Wealth Management employees' phone numbers or email addresses

Blue Bell Private Wealth Management Global Highlights

North America
31

United States Of America
31

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Asia
1

India
1

Blue Bell Private Wealth Management's Leadership

J. S. M.
Partner
Mobile Phone
Email
J. S.
Partner
Mobile Phone
Email
J. C.
Partner
Mobile Phone
Email
J. S. M.
Partner
Mobile Phone
Email
R. M.
Partner
Mobile Phone
Email
S. M.
Owner
Mobile Phone
Email
C. P.
Portfolio Manager
Mobile Phone
Email
S. J.
Investment Manager
Mobile Phone
Email

Contact profiles from Blue Bell Private Wealth Management

Name

Title

Contact Info

Location

Last Update

J. S. M.
Partner
Mobile Phone
Email
United StatesPennsylvania
Nov 11, 2025
J. S.
Partner
Mobile Phone
Email
United StatesPennsylvania
Oct 22, 2025
J. C.
Partner
Mobile Phone
Email
United StatesPennsylvania
Oct 19, 2025
J. S. M.
Partner
Mobile Phone
Email
Oct 17, 2025
R. M.
Partner
Mobile Phone
Email
Oct 18, 2024
S. M.
Owner
Mobile Phone
Email
UNITED STATES
May 20, 2024
C. P.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
S. J.
Investment Manager
Mobile Phone
Email
United StatesPennsylvania
Oct 17, 2025
M. B.
Senior Investment Advisor
Mobile Phone
Email
United StatesPennsylvania
Mar 05, 2024
A. L.
Investment Advisor Representative
Mobile Phone
Email
Dec 18, 2025

Frequently Asked Questions

What is Blue Bell Private Wealth Management known for?

Blue Bell Private Wealth Management was founded in 2005 operates in the Investment Management industry. The company's main headquarters is located in 470 Norristown Road, Suite 305; you can contact the main corporate office by phone at

+1-610-825-****

. Explore Blue Bell Private Wealth Management's company overview page for more information.

What is Blue Bell Private Wealth Management's most common email format?

Blue Bell Private Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Blue Bell Private Wealth Management email formats with LeadIQ.

How many employees does Blue Bell Private Wealth Management have currently?

Blue Bell Private Wealth Management has approximately 18 employees as of December 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Blue Bell Private Wealth Management's key employees and leadership?

As of December 2025, Blue Bell Private Wealth Management's key employees include:

Partner: J. S. M.
Partner: J. S.
Partner: J. C.
Partner: J. S. M.
Partner: R. M.

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