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Building 2BELLWETHER WEALTH

Map pinLINCOLN, NE
Phone402-476-8844
NotebookSEC #801-114600
Total AUM
$784M
Employees
12
Clients
505

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 NORTH 8TH STREET
SUITE 210
LINCOLN
NE 68058
United States
Operating Hours
8-5
Monday - Friday
Phone
402-476-8844

ReceiptFinancials

Total AUM
$784M
Accounts
1,461
Discretionary
$782.8M
Accounts
1,428
Non-Discretionary
$1.2M
Accounts
33

ContactClients

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Individual Clients
347
AUM
$140.2M
HNW Individual Clients
135
AUM
$545.6M
Pension/Profit Sharing Plan Clients
12
AUM
$18.6M
Charitable Organization Clients
1
AUM
$28.6M
Corporation or Business Clients
10
AUM
$51.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALAZCACOFLGAIAILLAMAMIMNNCNENHOHORPATNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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