Bellwether Wealth

Overview

Bellwether Wealth is an SEC registered investment adviser based in Lincoln, NE, registered since 2019. It reports $784M in assets under management across 1,461 accounts, with 12 employees. It has 8 investment adviser representatives.

Reported AUM

$784M

Discretionary

100%

Accounts

1,461

Average account

$537K

Employees

12

Advisory reps

8

Registered since

2019

Jurisdictions

21

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Clark Spengler Bellin Principal CRD 2879015
• Leila Mehrizi Shaver Chief Compliance Officer CRD 5764341

Advisory reps 3 of 8

• Alan Norman Beaulieu Investment Adviser Rep CRD 5740382
• Brian Lucien Beaulieu Investment Adviser Rep CRD 5740383
• Clark S Bellin Insurance Agent · Investment Adviser Rep CRD 2879015

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

140 N 8th St Ste 210
Lincoln, NE 68508

County

Lancaster

Metro area

Lincoln, NE

Region

Midwest

Registrations

• SEC registered
• Registered in 21 jurisdictions
• Website: vimeo.com/user69292927

Every state, with registration dates

Similar firms near Lincoln

• Ameritas Investment Partners, Inc.Lincoln, NE$29B AUM
• Ameritas Advisory Services, LLCLincoln, NE$13.7B AUM
• Whitetail Rock Capital Management, LLCLincoln, NE$3.3B AUM
• Pittenger & Anderson IncLincoln, NE$3B AUM
• Lincoln Capital, LLCLincoln, NE$845M AUM