Bellwether Advisors, LLC
● SEC registered since 2019CRD 300012SEC# 801-114600Lincoln, NE
Reg. AUM
$784M
Employees
12
Accounts
1,461
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 $784 million in regulatory assets under management and employs 12 people.
Bellwether Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clark Bellin Revocable Trust Control | Owner | Over 75% | 2023 |
| Clark Spengler Bellin Control | Principal | Under 5% | 2018 |
| Leila Mehrizi Shaver | Chief Compliance Officer | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Bellwether Advisors, LLC manage?
Bellwether Advisors, LLC reports $784 million in regulatory assets under management on its Form ADV.
How many employees does Bellwether Advisors, LLC have?
Bellwether Advisors, LLC reports 12 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
| Address | 140 North 8th Street, Suite 210, Lincoln, NE 68058 |
| Phone | 402-476-8844 |
| Fax | 402-476-8843 |
| Office hours | 8-5 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1819815 |
| Discloses disciplinary history | No |
Regulatory AUM
$784M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$784Mregulatory AUM
Discretionary $782.8MNon-discretionary $1.2M