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Paladin Research Report For:

Mike Weber

Blue Bell Private Wealth Management

CFP®
470 Norristown Road
Suite #305
Blue Bell, PA 19422
610-825-3540

About Mike Weber

With over 19 years of experience in financial planning and investment management, I guide families and individuals to help them focus on living their best lives by being their trusted advisor in investment management and wholistic financial planning, i.e. "Wealth Management".

Without an experienced "guide", financial planning topics can be complex, abstract, and confusing. I aim to make it simple for the client and to always be prepared to back-up my advice with the numbers.

Investment management takes time, knowledge, diligence, on-going oversight and an experienced, knowledgeable team. I am driven to bring my expertise to make my clients' lives easier, more fulfilling and to help them achieve their financial goals and objectives.

See Disclosures

General Information

Firm Start Year
  • 2005
No. of Employees
  • 10-19
CRD#
  • 4970493
Firm CRD#
  • 134184
Name of Custodial Firm
  • Charles Schwab & Co
States Licensed in
  • ALL
Years of Experience in Financial Services
  • 19
Number of Years with Current Firm
  • 4
Work with the following types of clients
  • Individual Investors, Non-Profit Organizations, Families, Businesses
Advisory Services Provided
  • Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Money Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65
Financial Organization Memberships
  • Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients
  • 600+
Assets Managed by Firm
  • $670,000,000+

Compensation and Fees

Fee Structure
  • Fee-Only
Compensation Methods
  • Based on Assets, Flat Fee

Education

BS Economics - Economics

Pennsylvania State University
06/01/2001 -06/01/2005

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

https://bluebellpwm.com/disclosure/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885437/paladinregistry-Blue-Bell-Private-Wealth-Management-detailed-disclosure.html

Disclaimer

https://bluebellpwm.com/disclosure/