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BELLWETHER WEALTH

BELLWETHER ADVISORS, LLC

CRD 300012 · SEC 801-114600

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140 NORTH 8TH STREET, SUITE 210, LINCOLN, NE, 68058, United States

Phone

402-476-8844

Fax

402-476-8843

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$784.0M

Discretionary AUM

$782.8M

Team

12 total employees; 7 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals347$140.2M
High net worth individuals135$545.6M
Pension/profit sharing plans12$18.6M
Corporations/business entities10$51.1M

States served

AL, AZ, CA, CO, GA, IL, IA, LA, MA, MI, MN, NE, NC, OH, OR, PA, TN, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD