What departments does Blue Bell Wealth Management have?

Blue Bell Wealth Management has employees across 2 departments including Program & Project Management, Sales.

What is the largest department at Blue Bell Wealth Management?

The largest department at Blue Bell Wealth Management is Program & Project Management with 1 employees.

Where are Blue Bell Wealth Management employees located globally?

Blue Bell Wealth Management has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Blue Bell Wealth Management's team size changed over time?

Blue Bell Wealth Management's team has grown from approximately 9 to 13 employees based on available data.

Blue Bell Wealth Management Employee Directory

Investment ManagementPennsylvania, United States11-50 Employees

Blue Bell Wealth Management is a fee-only investment advisory and financial planning firm based in Blue Bell, Pennsylvania. With a focus on long-term client relationships, the firm emphasizes clear communication and attentive service aimed at improving clients’ financial positions and simplifying their lives through investment results. The practice operates within the investment management industry and serves individual clients through a collaborative team approach, leveraging extensive experience to help clients pursue defined financial goals. Founded and sized as a small to mid-sized firm, it has a local presence in the Blue Bell area and maintains a website for client information and contact. Recent developments include the addition of a new Investment Advisor Representative, reflecting ongoing team growth, and the firm’s activity in acquiring stakes in various investment funds and equities as part of its portfolio management activities.

Blue Bell Wealth Management Global Highlights

North America
27

United States Of America
27

Europe
3

United Kingdom Of Great Britain And Northern Ireland
3

Blue Bell Wealth Management's Leadership

J. S. M.
Partner
Mobile Phone
Email
R. M.
Partner
Mobile Phone
Email
C. P.
Portfolio Manager
Mobile Phone
Email
C. D.
Intern
Mobile Phone
Email
A. A.
Sales Executive
Mobile Phone
Email
C. V.
Blue Bell Executive Campus
Mobile Phone
Email
M. T.
Blue Bell Executive Campus
Mobile Phone
Email
J. F.
Donot No
Mobile Phone
Email

Blue Bell Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Media & Communications

Contact profiles from Blue Bell Wealth Management

Name

Title

Contact Info

Location

Last Update

J. S. M.
Partner
Mobile Phone
Email
Jun 26, 2026
R. M.
Partner
Mobile Phone
Email
Oct 18, 2024
C. P.
Portfolio Manager
Mobile Phone
Email
Oct 23, 2024
C. D.
Intern
Mobile Phone
Email
Jul 08, 2026
A. A.
Sales Executive
Mobile Phone
Email
Jan 02, 2026
C. V.
Blue Bell Executive Campus
Mobile Phone
Email
Oct 23, 2024
M. T.
Blue Bell Executive Campus
Mobile Phone
Email
Oct 22, 2024
J. F.
Donot No
Mobile Phone
Email
United KingdomEngland
Jan 02, 2026

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; 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 22 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

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

As of July 2026, Blue Bell Wealth Management's key employees include:

Partner: J. S. M.
Partner: R. M.
Portfolio Manager: C. P.
Intern: C. D.
Sales Executive: A. A.

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Blue Bell Wealth Management Employee Directory

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