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Bluesphere Advisors LLC

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Client assets under management

$502,496,732

Clients

482

35% high-net worth

Advisors

4

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

121

Very High

Average account size

$1,042,524

About

Bluesphere serves individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and other institutions, providing discretionary and non‑discretionary investment management alongside financial planning and business‑transition consulting. The firm constructs customized portfolios for clients and also provides written financial plans or consultations when engaged.

The firm’s investment approach is primarily long‑term and portfolio‑driven, typically using institutional mutual funds and ETFs while also incorporating individual equities and fixed income as appropriate. Bluesphere may employ margin and options strategies—using derivatives for hedging or to gain exposure within managed accounts—which the brochure identifies as a deliberate part of its toolset for portfolio construction and risk management.

Compared with many peers, Bluesphere combines a multi‑professional advisory team and a practice that integrates business transition work with personal financial planning, and it participates on an institutional custody platform that provides both operational benefits and potential conflicts of interest. The firm also discloses that some advisory personnel maintain separate broker‑dealer or insurance affiliations and may implement commissionable transactions in those capacities, which the firm treats as a source of potential conflict to be managed.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees ranging from $500 to $40,000 for financial planning services

Percentage

$0+: 0.50% annually +: up to 1.75% annually

Commissions

Commission-based compensation earned only by Mr. Wang in his separate capacity as a registered representative of Light Horse Securities, not by the Advisor.

Project-based

Up to $300 per hour

Main office location

Bluesphere Advisors LLC

2108 Dekalb Pike

East Norriton PA 19401, United States

Number of offices

4

Most active in

California · Delaware · Florida · Louisiana · Maryland · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David R

CFP®, Series 63

East Norriton, PA

Bluesphere Advisors LLC

David Ritrovato is a CFP® with 34 years of industry experience, currently serving as an advisor at Bluesphere Advisors LLC since 2016. Prior to this, he worked at Ameriprise Financial Services, Inc. for 11 years. Bluesphere Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm uses a primarily long-term investment process that combines fundamental and technical analysis to construct portfolios aligned with clients’ objectives and risk tolerance, employing strategies such as margin, options, and derivatives for hedging or exposure.

Active portfolio management Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Xing W

Series 63, Series 65

Long Island City, NY

Bluesphere Advisors LLC

Xing Wang is a financial advisor at Bluesphere Advisors LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Light Horse Securities, Inc. and Just2Trade, Inc. Outside of his advisory role, Wang serves on the executive committee of Ainvest Fintech Inc., contributing to business strategy and product planning. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, offering portfolio management and customized financial planning through separately managed accounts.

Active portfolio management Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

James H

CFA®

East Norriton, PA

Bluesphere Advisors LLC

James Harrington is a CFA® charterholder with 15 years of experience in the financial advisory industry. He has been with Bluesphere Advisors LLC since 2018 and previously worked at Stone Toro Investment Advisors and Stone Toro Wealth Management LLC. Bluesphere Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, and institutional entities. The firm employs a long-term investment process combining fundamental and technical analysis, utilizing separately managed accounts with the ability to trade individual securities and use derivatives for hedging or additional exposure.

Active portfolio management Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
user avatar

Sanjay P

CFP®, CFA®, Series 66

East Norriton, PA

Bluesphere Advisors LLC

Sanjay Pawar is a financial advisor at Bluesphere Advisors LLC with 20 years of industry experience. He holds the CFP®, CFA®, and Series 66 designations. Prior to joining Bluesphere in 2016, he worked at American Express Financial Advisors Inc. for 11 years. Outside of his advisory role, he has been involved in commercial real estate ownership. Bluesphere Advisors is a team-based firm serving individuals, high-net-worth clients, and institutional entities with investment advisory and financial planning services. The firm employs a long-term investment approach combining fundamental and technical analysis, using separately managed accounts with institutional mutual funds, ETFs, and sometimes individual securities and derivatives.

Active portfolio management Options & derivatives strategies Business exit / sale strategy Retirement plans for business owners (SEP, solo 401k)
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