RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Michael Patrick Weber
- Title
- Investment Advisor Representativereportedbluebellpwm.comfirm site, Sep 15, 2026
- Designations
- CFPreportedbluebellpwm.comas printed on the bio page, Sep 16, 2026
- Professional profile
- linkedin.com/in/michael-weber-cfp%C2%AE-05b18872reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
- Professional profile
- bluebellpwm.com/team/michael-weberreportedbluebellpwm.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Blue Bell Private Wealth Management, LLC independent RIA currentsince Apr 12, 2021 · Blue Bell, Pa
- Bluesphere Advisors LLC independent RIAOct 20, 2020 to Jun 8, 2021 · East Norriton, Pa
- Your Planning Partner LLC state registeredAug 9, 2019 to Sep 23, 2020 · Palm Beach Gardens, Fl
- Bluesphere Advisors LLC independent RIAJun 22, 2016 to Aug 28, 2019 · East Norriton, Pa
- Ameriprise Financial Services, LLC national BDJan 8, 2016 to Jun 23, 2016 · East Norriton, Pa
- Commonwealth Financial Network national BDApr 16, 2015 to Dec 21, 2015 · Phiadelphia, Pa
- Ameriprise Financial Services, LLC national BDAug 26, 2005 to Feb 9, 2015 · Plymouth Meeting, Pa
- Bluesphere Advisors LLC to Blue Bell Private Wealth Management, LLCleft Jun 8, 2021, registered Apr 12, 2021 (-57 days) · RIA to RIA
- Your Planning Partner LLC to Bluesphere Advisors LLCleft Sep 23, 2020, registered Oct 20, 2020 (27 days) · Other
- Bluesphere Advisors LLC to Your Planning Partner LLCleft Aug 28, 2019, registered Aug 9, 2019 (-19 days) · Other
- Ameriprise Financial Services, LLC to Bluesphere Advisors LLCleft Jun 23, 2016, registered Jun 22, 2016 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
- Commonwealth Financial Network to Ameriprise Financial Services, LLCleft Dec 21, 2015, registered Jan 8, 2016 (18 days) · Affiliated broker-dealer or bank to another
- Ameriprise Financial Services, LLC to Commonwealth Financial Networkleft Feb 9, 2015, registered Apr 16, 2015 (66 days) · Affiliated broker-dealer or bank to another
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address