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BELLWETHER WEALTH
140 North 8th Street
Suite 210
Lincoln, Nebraska 68058
Tel: 402-476-8844
About BELLWETHER WEALTH
BELLWETHER WEALTH, formally registered with the SEC as BELLWETHER WEALTH. The firm was established in 01/28/2019. They have over 1 offices throughout the country.
BELLWETHER WEALTH is a Lincoln, Nebraska based Financial Planning firm with nearly $516,613,791 assets under management, offering retirement planning & investment advisory services to 1119 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 300012 |
| SEC# | 801-114600 |
| Assets Managed by Firm | $516,613,791 |
| No. of Clients | 1119 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1119 | $516,613,791 |
| Individuals (other than high net worth individuals) | 337 | $121,413,943 |
| High net worth individuals | 87 | $355,621,096 |
| Pension and profit sharing plans | 10 | $20,631,556 |
| Charitable organizations | 5 | $10,757,655 |
| Corporations or other businesses | 10 | $8,189,541 |
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