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Bellwether Advisors, LLC

● SEC registered since 2019CRD 300012SEC# 801-114600Lincoln, NE
Export (members)
Reg. AUM
$685M
Employees
10
Accounts
1,266
Location
Lincoln, NE

Bellwether Advisors, LLC assets under management

Bellwether Advisors, LLC is an SEC-registered investment adviser based in Lincoln, NE. The firm has been registered since 2019. It reports $685 million in regulatory assets under management and employs 10 people.
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Bellwether Advisors, LLC owners & executives

4 reported
NameTitleOwnershipSince
Clark Bellin Revocable Trust ControlOwnerOver 75%2023
Clark Spengler Bellin ControlPrincipalUnder 5%2018
Leila Mehrizi ShaverChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Bellwether Advisors, LLC manage?

Bellwether Advisors, LLC reports $685 million in regulatory assets under management on its Form ADV.

How many employees does Bellwether Advisors, LLC have?

Bellwether Advisors, LLC reports 10 employees.

Where is Bellwether Advisors, LLC located?

Bellwether Advisors, LLC is based in Lincoln, NE and has been SEC-registered since 2019.

Does Bellwether Advisors, LLC disclose fund performance?

Bellwether Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address140 North 8th Street, Suite 210, Lincoln, NE 68058
Phone402-476-8844
Fax402-476-8843
Office hours5-Aug
SEC regionDenver Regional Office (DRO)
CIK1819815
Discloses disciplinary historyNo

Assets under management

Discretionary$662.4M
Non-discretionary$22.6M
Total (RAUM)$685M