Courtside Wealth Partners LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Courtside Wealth Partners LLC provides investment management and ongoing financial planning to individuals, high‑net‑worth individuals, and charitable organizations. The firm is fee‑only and delivers discretionary portfolio management alongside comprehensive planning services organized into three tiers (All‑Star, MVP, and Hall of Fame) that cover cash‑flow and retirement planning, risk/insurance review, and investment management.
The firm’s investment process emphasizes asset allocation informed by Modern Portfolio Theory, combining fundamental analysis with passive mutual fund and ETF strategies, and offers socially responsible investing options when requested. Clients grant discretionary trading authority and receive tailored services based on the chosen tier; the MVP tier explicitly adds tax planning and preparation through an affiliated accounting firm.
A notable characteristic is the firm’s affiliation with Courtside CPA & Associates, PLLC, which is used to integrate tax planning and accounting services into client engagements — an arrangement that is uncommon among independent advisers. Courtside also offers operational services typically less common at this scale (bill pay and expense management and a dedicated relationship manager in its Hall of Fame tier), requires use of its recommended custodial platforms (Altruist and/or JP Morgan), and manages a relatively small asset base and client roster, suggesting highly personalized relationships.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $2,000,000: 0.70% $2,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.50%
Fee-only: Ongoing Financial Planning: $9,000 annually ($750 per month), fees negotiable
Main office
Blue Bell PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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