{
  "crd_number": 300012,
  "slug": "bellwether-wealth-lincoln-ne-300012",
  "primary_business_name": "BELLWETHER WEALTH",
  "legal_name": "BELLWETHER ADVISORS, LLC",
  "dbas": [],
  "city": "Lincoln",
  "state": "NE",
  "country": "United States",
  "cbsa_code": "36540",
  "metro": {
    "cbsa_code": "36540",
    "common_name": "Omaha",
    "msa_name": "Omaha, NE-IA",
    "path": "/advisors/ne/omaha"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-01-28",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-09-04",
  "carried_forward": false,
  "raum_total": 784024209.0,
  "raum_discretionary": 782840874.0,
  "raum_non_discretionary": 1183335.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 7,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 28569759.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 140162911.0,
      "count": 347
    },
    "pension_profit_sharing": {
      "raum": 18575038.0,
      "count": 12
    },
    "high_net_worth_individuals": {
      "raum": 545616126.0,
      "count": 135
    },
    "corporations_other_businesses": {
      "raum": 51100375.0,
      "count": 10
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "LA",
    "MA",
    "MI",
    "MN",
    "NC",
    "NE",
    "NH",
    "OH",
    "OR",
    "PA",
    "TN",
    "TX",
    "WI"
  ],
  "websites": [
    "https://bellwetherwealth.com",
    "https://facebook.com/Bellwetherwealth",
    "https://instagram.com/bellwetherwlth?hl=en",
    "https://linkedin.com/company/bellwether-wealth?viewAsMember=true",
    "https://vimeo.com/user69292927",
    "https://x.com/BellwetherWlth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300012",
  "city_as_filed": "LINCOLN",
  "url": "https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012",
  "display_name": "Bellwether Wealth",
  "summary": "Bellwether Wealth is an SEC-registered investment advisory firm in Lincoln, NE, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.",
  "citation": "AdvisorCensus. Bellwether Wealth (CRD 300012): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Bellwether Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Bellwether Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Bellwether Wealth located?",
      "a": "Bellwether Wealth's principal office is in Lincoln, NE, according to its Form ADV."
    },
    {
      "q": "Is Bellwether Wealth registered with the SEC or a state?",
      "a": "Bellwether Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300012."
    },
    {
      "q": "How much does Bellwether Wealth manage?",
      "a": "Bellwether Wealth reports $784,024,209 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Bellwether Wealth's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Bellwether Wealth: Regulatory assets under management: $327,928,084 in the October 2021 data and $784,024,209 in the October 2026 data, up 139%. Total employees: 6 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Bellwether Wealth serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (347); high net worth individuals (135); pension and profit sharing plans (but not the plan participants or government pension plans) (12)."
    },
    {
      "q": "Which custodians does Bellwether Wealth use?",
      "a": "Bellwether Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Bellwether Wealth report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/300012"
    },
    {
      "q": "Does Bellwether Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"Our minimum account size is $250,000\""
    },
    {
      "q": "What changed in Bellwether Wealth's recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 5 to 7. Regulatory assets under management went from $684,973,502 to $784,024,209 (+14%). Registered or notice-filed in AL, MA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 327928084.0,
      "total_employees": 6,
      "filing_date": "2021-03-05"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 441692923.0,
      "total_employees": 8,
      "filing_date": "2022-05-26"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 454674905.0,
      "total_employees": 7,
      "filing_date": "2023-03-24"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 516613791.0,
      "total_employees": 11,
      "filing_date": "2024-08-13"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 684973502.0,
      "total_employees": 10,
      "filing_date": "2025-05-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 784024209.0,
      "total_employees": 12,
      "filing_date": "2026-09-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 5 to 7.",
        "Regulatory assets under management went from $684,973,502 to $784,024,209 (+14%).",
        "Registered or notice-filed in AL, MA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$250,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $250,000"
        ],
        "quotes": [
          "Our minimum account size is $250,000"
        ]
      }
    ],
    "quotes": [
      "Our minimum account size is $250,000"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 347,
      "fewer_than_5": false,
      "raum": 140162911.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 135,
      "fewer_than_5": false,
      "raum": 545616126.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 12,
      "fewer_than_5": false,
      "raum": 18575038.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 28569759.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 10,
      "fewer_than_5": false,
      "raum": 51100375.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/300012",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}