BELLWETHER WEALTH

RIASEC RegisteredEst. 2019
Total AUM
$784M
Discretionary
$783M
100% of AUM
Avg account
$537K
Accounts
1,461
Employees
12
Advisory reps
7

Firm details

Headquarters
LINCOLN, Nebraska
CRD number
300012
Registered since
January 28, 2019
Website
www.bellwetherwealth.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI69.59%
  • Individuals17.88%
  • Corporations / Businesses6.52%
  • Charitable Organizations3.64%
  • Pension & Profit Sharing Plans2.37%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Bellwether Wealth is an independent registered investment adviser organized as an LLC and registered with the SEC in 2019. The firm serves both individual/family and institutional clients and identifies itself as a capital allocator, directing capital to third‑party managers as part of its investment approach. Fee arrangements include percentage‑of‑AUM charges alongside hourly and fixed‑fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting services. Bellwether does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 23%, Cash & Cash Equivalents 7%, Investment Grade Corp Bonds 5%, State & Local Bonds 3%, Other 3%, Non-Exchange Traded Equities 1%, US Government Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities23%
  • Cash & Cash Equivalents7%
  • Investment Grade Corp Bonds5%
  • State & Local Bonds3%

Owners & executives

3 of 3

  • NORAN KNOBBE

    Chief Operations OfficerCRD 2183244

  • CLARK BELLIN

    President, Chief Investment OfficerCRD 2879015

  • LEILA SHAVER

    Chief Compliance OfficerCRD 5764341

Contacts

3 of 4

  • ALAN BEAULIEU

    Investment Adviser RepresentativeCRD 5740382

  • BRIAN BEAULIEU

    Investment Adviser RepresentativeCRD 5740383

  • LARRY FREIE

    Financial Advisor, Investment Advisory RepresentativeCRD 1236742

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 107

Active vs passive

$834M in ETFs

Passive

91%

$756M

Active

9%

$78.4M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK)State StreetPassiveTechnology$44.7M336,1255.36%
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Location

Primary office

LINCOLN, NE

LANCASTER

Location

LINCOLN, NE

Headquartered in LINCOLN, NE, anchoring the Lincoln-Beatrice, NE metro in the Midwest.

Metro area
Lincoln-Beatrice, NE
Region
Midwest
County
LANCASTER
Address
140 N 8th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth