# Bellwether Wealth

> 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.

- CRD: 300012
- Filed as: BELLWETHER WEALTH
- Legal name: Bellwether Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lincoln, NE
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300012
- AdvisorCensus page: https://advisorcensus.com/firm/bellwether-wealth-lincoln-ne-300012

## Quick answers

**How is Bellwether Wealth compensated?**
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).

**Where is Bellwether Wealth located?**
Bellwether Wealth's principal office is in Lincoln, NE, according to its Form ADV.

**Is Bellwether Wealth registered with the SEC or a state?**
Bellwether Wealth is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300012.

**How much does Bellwether Wealth manage?**
Bellwether Wealth reports $784,024,209 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (100% discretionary).

**How have Bellwether Wealth's assets and staff changed since 2021?**
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.

**What types of clients does Bellwether Wealth serve?**
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).

**Which custodians does Bellwether Wealth use?**
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.

**Does Bellwether Wealth report any disciplinary disclosures?**
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

**Does Bellwether Wealth state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "Our minimum account size is $250,000"

**What changed in Bellwether Wealth's recent Form ADV filings?**
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.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000

> Our minimum account size is $250,000

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $784,024,209
- Discretionary: $782,840,874
- Non-discretionary: $1,183,335

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 347 | $140,162,911 |
| High net worth individuals | 135 | $545,616,126 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 12 | $18,575,038 |
| Charitable organizations | Fewer than 5 | $28,569,759 |
| Corporations or other businesses not listed above | 10 | $51,100,375 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, AZ, CA, CO, FL, GA, IA, IL, LA, MA, MI, MN, NC, NE, NH, OH, OR, PA, TN, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bellwetherwealth.com
- vimeo.com/user69292927
- Facebook @Bellwetherwealth
- Instagram @bellwetherwlth
- LinkedIn @bellwether-wealth
- X @BellwetherWlth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $327,928,084 | 6 | March 5, 2021 |
| October 2022 | $441,692,923 | 8 | May 26, 2022 |
| October 2023 | $454,674,905 | 7 | March 24, 2023 |
| October 2024 | $516,613,791 | 11 | August 13, 2024 |
| October 2025 | $684,973,502 | 10 | May 8, 2025 |
| October 2026 | $784,024,209 | 12 | September 4, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bellwether Wealth (CRD 300012): Form ADV filing data as of October 2026.