This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=1.0

Regulatory AUM

$506MItem 5.F on the latest filing (2026-03-11); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$504M

Private client RAUM

$502MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

8

Advisory employees

4

Offices

3Schedule D 1.F, beyond the principal office

Accounts

1,280

Individual clients

314

High net worth clients

168

Custody, client assets

$36,000

SEC number

801-117413

CIK

1844108

CRD

283972

Filings on the tape

33

First filed

May 25, 2016

Latest filed

Mar 11, 2026

Organised

Limited Liability Company, PA

• Occurred

  Mar 6, 2021
  Regulatory AUM changed

  Bluesphere Advisors Llc reported RAUM $315.7M, up 153% from $125.0M (2020-10-14 to 2021-03-06)

  Form ADVobserved 4 days ago
  $191M
• Occurred

  May 25, 2016
  First Form ADV filing

  Bluesphere Advisors Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3958df3a-cd3a-02b6-8006-fd8bbb88a578

First observed

May 25, 2016

Last observed

Mar 11, 2026 6 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.