Michael P. Weber

BLUE BELL PRIVATE WEALTH MANAGEMENT

Blue Bell, PA 19422-2322

Some features on this profile are disabled

CRD#: 4970493

Professional summary

Michael Patrick Weber, CFP®, who also goes by Mike Weber, is a registered financial advisor currently at BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC located in Blue Bell, Pennsylvania.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Michael has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Mike Weber

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Weber's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

April 12, 2021 - Present

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Office #1: Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322

RIA

CRD#: 134184

Blue Bell, PA

Past

October 20, 2020 - June 8, 2021

BLUESPHERE ADVISORS LLC

RIA

CRD#: 283972

EAST NORRITON, PA

Past

August 9, 2019 - September 23, 2020

YOUR PLANNING PARTNER LLC

RIA

CRD#: 283647

PALM BEACH GARDENS, FL

Past

June 22, 2016 - August 28, 2019

BLUESPHERE ADVISORS LLC

RIA

CRD#: 283972

East Norriton, PA

Past

January 8, 2016 - June 23, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

East Norriton, PA

Past

January 8, 2016 - June 23, 2016

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

East Norriton, PA

Past

April 16, 2015 - December 21, 2015

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

CONSHOHOCKEN, PA

Past

April 16, 2015 - December 21, 2015

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

CONSHOHOCKEN, PA

Past

August 26, 2005 - February 9, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

PLYMOUTH MEETING, PA

Past

August 8, 2005 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

August 8, 2005 - February 9, 2015

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

PLYMOUTH MEETING, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT

CRD#: 134184 / SEC#: 801-64005

RIA

Registered Investment Advisory firm - (2/28/2005 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(4/12/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/24/2005

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/23/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/5/2005

General Securities Representative Examination

Current Firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | SMJCSMJ ADVISORY SERVICES | BLUE BELL WEALTH MANAGEMENT

CRD#: 134184 / SEC#: 801-64005

RIA

Registered Investment Advisory firm - (2/28/2005 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

Blue Bell Executive Campus 470 Norristown Road, Suite 305, Blue Bell, PA 19422-2322

Mailing Address

Phone number

(610) 825-3540

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/25/2025)

Regulatory assets under management

Total Number of Accounts	2,332
AUM (Assets Under Management)	$ 854,722,012

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
04/29/2024	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Paul Mullen

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

IAR

Horsham, PA

Boris Niko

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Feasterville, PA

Dustin Willing

KESTRA ADVISORY SERVICES, LLC

IAR

Wayne, PA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Michael P. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Patrick Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUESPHERE ADVISORS LLC

YOUR PLANNING PARTNER LLC

BLUESPHERE ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/24/2005

SIE

Date: 6/23/2016

Series 7

Date: 8/5/2005

Current Firm

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors