Wealth Manager
    SEC Registered
    Manages Private Funds

    Bellwether Wealth

    Registered investment advisor · Lincoln, Nebraska · CRD #300012

    Assets Under Management
    $784M
    Client Accounts
    1,461
    Employees
    12
    CRD Number
    300012
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Bellwether Wealth

    Founded in 2019, Bellwether Wealth is an investment advisory firm based in Lincoln, Nebraska, offering investment management, financial planning, and wealth management services. The firm uses machine learning and economic strategies to adapt to market shifts. It is SEC-registered and emphasizes high-touch service and transparency.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Bellwether Wealth

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    Frequently Asked Questions

    What is Bellwether Wealth's AUM?

    Bellwether Wealth reports approximately $784M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Bellwether Wealth headquartered?

    Bellwether Wealth is headquartered in Lincoln, Nebraska.

    What is Bellwether Wealth's CRD number?

    Bellwether Wealth's CRD number is 300012. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Bellwether Wealth manage?

    Bellwether Wealth manages approximately 1,461 client accounts according to its latest SEC filing.

    Is Bellwether Wealth SEC registered?

    Yes, Bellwether Wealth is registered with the SEC as an investment adviser with an approved registration status.

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