Investment adviser · CRD 300012
BELLWETHER WEALTH
Investment adviser filing (IA)
BELLWETHER ADVISORS, LLC
LINCOLN, NE, United States · Form ADV filed Sep 4, 2026
- Regulatory AUM
- $784M Form ADV · Item 5.F
- Client accounts
- 1,461 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 7 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 135 | $545,616,126 | 69.6% |
| Individuals | 347 | $140,162,911 | 17.9% |
| Corporations & businesses | 10 | $51,100,375 | 6.5% |
| Charities | Fewer than 5 | $28,569,759 | 3.6% |
| Retirement plans | 12 | $18,575,038 | 2.4% |
Filing source
Form ADV 2131010 · Sep 4, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 4, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
140 NORTH 8TH STREET, SUITE 210LINCOLN, NE, 68058, United States
CRD 300012
Filing source
Form ADV 2131010 · Sep 4, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.