# BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC of BLUE BELL, PA is an SEC-registered investment adviser.

## Registration

- CRD: 134184
- Type: SEC-registered investment adviser
- SEC file number: 801-64005
- Location: BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305, BLUE BELL, PA, 19422-2322
- Phone: 610-825-3540
- Latest filing: 2026-03-10
- Regulatory AUM: $1.1B
- Discretionary AUM: $951.2M
- Non-discretionary AUM: $170.0M
- Clients: 13
- Accounts: 2,249

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Jonathan Miller | CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | New York, NY |
| Miller Scott | CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER; CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | Rye, NY |
| Justin E Capetola | CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| J Scott Miller | CHIEF INVESTMENT OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| CAPETOLA JUSTIN E | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER; CHIEF COMPLIANCE OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| MILLER JONATHAN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER; CHIEF EXECUTIVE OFFICER & JOINT MANAGING MEMBER/PARTNER | — |
| CASSIDY FRANCIS XAVIER | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/134184/brochure
- Similar advisers: https://search.stillhousedata.com/firm/134184/similar
- Related entities: https://search.stillhousedata.com/firm/134184/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/134184

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.