Bluesphere Advisors Llc
- Regulatory AUM
- $506M
- Discretionary
- $504M
- Clients
- 482
- Avg AUM / client
- $1.1M
- Accounts
- 1,280
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 11, 2026
Investments (13F portfolio — 121 positions, $281,314,527)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | CORE S&P500 ETF | $81,334,216 | 124,515 | 28.9% | 16.1% |
| 2 | Ishares Tr | RUS 1000 GRW ETF | $52,424,174 | 122,946 | 18.6% | 10.4% |
| 3 | Ishares Tr | GLOBAL 100 ETF | $16,124,454 | 133,293 | 5.73% | 3.19% |
| 4 | Ishares Tr | RUS TP200 GR ETF | $12,653,016 | 50,848 | 4.5% | 2.5% |
| 5 | Ishares Tr | US AER DEF ETF | $6,820,693 | 31,180 | 2.42% | 1.35% |
| 6 | Alphabet Inc | CAP STK CL A | $6,010,048 | 20,900 | 2.14% | 1.19% |
| 7 | Microsoft Corp | COM | $5,786,783 | 15,633 | 2.06% | 1.14% |
| 8 | Nvidia Corporation | COM | $5,653,175 | 32,415 | 2.01% | 1.12% |
| 9 | Spdr Series Trust | STATE STREET SPD | $4,388,173 | 57,332 | 1.56% | 0.87% |
| 10 | Vaneck Etf Trust | SEMICONDUCTR ETF | $4,175,609 | 10,891 | 1.48% | 0.82% |
| 11 | Spdr Gold Tr | GOLD SHS | $3,957,807 | 9,198 | 1.41% | 0.78% |
| 12 | Vanguard Index Fds | S&P 500 ETF SHS | $3,631,706 | 6,078 | 1.29% | 0.72% |
| 13 | Unitedhealth Group Inc | COM | $3,090,052 | 11,420 | 1.1% | 0.61% |
| 14 | Philip Morris Intl Inc | COM | $2,783,058 | 16,832 | 0.99% | 0.55% |
| 15 | Apple Inc | COM | $2,765,694 | 10,898 | 0.98% | 0.55% |
| 16 | Pimco Etf Tr | MULTISECTOR BD | $2,473,082 | 94,392 | 0.88% | 0.49% |
| 17 | Blackrock Etf Trust Ii | ISHARES FLEXIBLE | $2,156,949 | 41,536 | 0.77% | 0.43% |
| 18 | Spdr Series Trust | STATE STREET SPD | $2,108,685 | 43,640 | 0.75% | 0.42% |
| 19 | Berkshire Hathaway Inc Del | CL B NEW | $2,037,079 | 4,251 | 0.72% | 0.4% |
| 20 | Ishares Tr | INTL SEL DIV ETF | $1,998,616 | 46,960 | 0.71% | 0.39% |
| 21 | Vanguard World Fd | HEALTH CAR ETF | $1,717,776 | 6,308 | 0.61% | 0.34% |
| 22 | Amazon Com Inc | COM | $1,683,030 | 8,081 | 0.6% | 0.33% |
| 23 | Invesco Exchange Traded Fd T | S&P500 EQL WGT | $1,548,986 | 8,071 | 0.55% | 0.31% |
| 24 | Vanguard Specialized Funds | DIV APP ETF | $1,486,438 | 6,912 | 0.53% | 0.29% |
| 25 | Eli Lilly & Co | COM | $1,398,572 | 1,521 | 0.5% | 0.28% |
Top 25 of 121 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 314 | $91.1M | 18.0% |
| High net worth individuals | 168 | $411M | 81.3% |
| Pension and profit sharing plans | Fewer than 5 clients | $3.7M | 0.74% |
| Charitable organizations | Fewer than 5 clients | $0 | — |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Sanjay Krishnarao Pawar | Member, President, Ceo And Chief Compliance Officer | CFP CFA | Jun 2016 (10y) | 75% or more |
| David Ralph Ritrovato | Registered representative | CFP | Jun 2016 (10y) | |
| James Drew Harrington | Registered representative | CFA | Jul 2018 (8y) | |
| Xing Wang | Registered representative | Dec 2020 (6y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/11/2026 | 937 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $505M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 11, 2026.
View current Form ADV (SEC/IAPD) ↗