Bellwether Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lincoln, NE. Its latest Form ADV filing, dated March 31, 2026, reports $784M in regulatory assets under management, 12 employees, and 1,461 accounts.
Assets Under Management
$784M
Employees
12
Offices
--
Total Clients
504
Primary office
LINCOLN, NE
140 NORTH 8TH STREET, SUITE 210, LINCOLN, NE, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 68.8% of total clients.
Top client categories% of clientsClients
1
Individuals
68.8%
347
2
HNWI
26.8%
135
3
Pension Plans
2.4%
12
4
Corporations
2.0%
10
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$784Mas of March 31, 2026
Discretionary99.8%
$783M
100% of total RAUM99.8%
Non-discretionary0.2%
$1M
0% of total RAUM0.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$784M
Total Accounts1,461
10Y AUM Change+$784M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee42:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.