BlueSphere Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Fixed fees ranging from $500 to $40,000 for financial planning services
$0+: 0.50% annually +: up to 1.75% annually
Commission-based compensation earned only by Mr. Wang in his separate capacity as a registered representative of Light Horse Securities, not by the Advisor.
Up to $300 per hour
Main office
See office2108 Dekalb Pike
East Norriton PA 19401
Advisors at this office
3
Offices (2)
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David R
CFP®, Series 63
East Norriton, PA
BlueSphere Advisors LLC
David Ritrovato is a CFP® with 35 years of industry experience, currently serving as an advisor at BlueSphere Advisors LLC since 2016. He holds a Series 63 license and is based in East Norriton, PA. BlueSphere Advisors LLC provides investment management and financial planning services to individuals, including high-net-worth clients, trusts, pension and profit-sharing plans, and other institutions. The firm uses a primarily long-term, portfolio-driven approach that incorporates institutional mutual funds, ETFs, individual equities, fixed income, and derivative strategies for risk management.
Xing W
Series 63, Series 65
Long Island City, NY
BlueSphere Advisors LLC
Xing Wang is a financial advisor with BlueSphere Advisors LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Light Horse Securities, Score Priority Corp., Just2Trade, and Whotrades FX. Wang serves as an executive committee member of Ainvest Fintech Inc., where he contributes to business strategy, product planning, and partnership development. BlueSphere Advisors serves individuals, trusts, pension and profit-sharing plans, and institutions by providing both discretionary and non-discretionary investment management alongside financial planning and business-transition consulting. The firm employs a long-term, portfolio-driven approach utilizing mutual funds, ETFs, equities, and fixed income, incorporating margin and options strategies as part of its portfolio construction and risk management tools.
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.
Sanjay P
CFP®, CFA®, Series 66
East Norriton, PA
BlueSphere Advisors LLC
Sanjay Pawar is a CFP®, CFA®, and Series 66 licensed advisor at BlueSphere Advisors LLC with 21 years of industry experience. He has been with BlueSphere since 2016. Outside of advisory work, he is involved in commercial real estate ownership. BlueSphere Advisors serves individuals, trusts, pension and profit-sharing plans, and other institutions by providing discretionary and non-discretionary investment management, financial planning, and business-transition consulting. The firm employs a primarily long-term, portfolio-driven investment approach using institutional mutual funds, ETFs, individual equities, fixed income, and derivatives for hedging and exposure management.
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