BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

CRD 134184File 801-64005

APPROVED

Retail clients

Custody

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.12B

Above cohort median (national)

Discretionary AUM

$951.2M

Non-discretionary $170.0M

Clients

811

2,249 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Feb 28, 2005
Principal office: BLUE BELL EXECUTIVE CAMPUS, 470 NORRISTOWN ROAD, SUITE 305, BLUE BELL, PA, 19422-2322
Phone: 610-825-3540
Website: https://www.linkedin.com/in/justincapetola/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.12B
Discretionary AUM: $951.2M
Non-discretionary AUM: $170.0M
Discretionary accounts: 2,179
Non-discretionary accounts: 70
Total accounts: 2,249
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	7	$947K
Charitable organizations	Fewer than 5	$6.5M
High net worth individuals	209	$866.6M
Individuals (other than high net worth individuals)	595	$247.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.