Blue Bell Wealth Management Employee Directory

Q: What is Blue Bell Wealth Management known for?

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

Q: How many employees does Blue Bell Wealth Management have currently?

Blue Bell Wealth Management has approximately 21 employees.

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 Wealth Management employees' phone numbers or email addresses

Blue Bell 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 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

Blue Bell Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other

Contact profiles from Blue Bell Wealth Management

Name

Title

Contact Info

Location

Last Update

K. P.
Content Strategist
Mobile Phone
Email
United StatesPennsylvania
Feb 02, 2026
D. L.
Financial Planning Associate
Mobile Phone
Email
United StatesPennsylvania
Jan 16, 2025
J. H.
Portfolio Management Assistant
Mobile Phone
Email
United StatesPennsylvania
Nov 14, 2025
M. W.
Investment Advisor
Mobile Phone
Email
United StatesMississippi
Jan 29, 2026
H. F.
Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Nov 14, 2025
A. A.
Sales Executive
Mobile Phone
Email
Oct 17, 2025
B. I.
Executive Assistant
Mobile Phone
Email
UNITED STATES
Oct 17, 2024
C. D.
Intern
Mobile Phone
Email
Oct 21, 2025
C. V.
Blue Bell Executive Campus
Mobile Phone
Email
Oct 23, 2024
D. L.
Investment Advisor And Financial Planner
Mobile Phone
Email
United StatesPennsylvania
Oct 17, 2025

Frequently Asked Questions

What is Blue Bell Wealth Management known for?

Blue Bell 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 Blue Bell, Pennsylvania 19422 United States; you can contact the main corporate office by phone at

+1-610-825-****

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

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

Blue Bell 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 Wealth Management email formats with LeadIQ.

How many employees does Blue Bell Wealth Management have currently?

Blue Bell Wealth Management has approximately 21 employees as of February 2026. These team members are located across 3 continents, including North AmericaEuropeAsia.

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

As of February 2026, Blue Bell 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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