David Lorditch
Blue Bell Private Wealth Management · Blue Bell, Pennsylvania
David Lorditch is a fee-only financial advisor at Blue Bell Private Wealth Management in Blue Bell, Pennsylvania, who holds the CFP credential. David focuses on tax planning and retirement planning. Blue Bell Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to David →
Specialties
Who they serve
- Retirees
Facts
| Firm | Blue Bell Private Wealth Management |
|---|---|
| Based in | Blue Bell, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.12B across 2,249 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 8029472 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | bluebellpwm.com |
How David's firm compares
- Blue Bell Private Wealth Management's average account is about $499,000, from its Form ADV (assets managed divided by 2,249 accounts).
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Lorditch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Blue Bell Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Blue Bell Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Lorditch based?
David Lorditch is based in Blue Bell, Pennsylvania.
What does David specialize in?
David's specialties include tax planning and retirement planning. David works with retirees.
What credentials does David Lorditch hold?
David Lorditch holds the CFP credential.
Is David Lorditch registered with the SEC?
Yes. David Lorditch is registered as an investment adviser representative in PA (CRD 8029472), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Blue Bell Private Wealth Management manage?
Blue Bell Private Wealth Management reports $1.12B across 2,249 accounts in assets under management.
How do I contact David Lorditch?
Through David's website, bluebellpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Blue Bell Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.