BELLWETHER ADVISORS, LLC
Legal name: BELLWETHER WEALTH
CRD #300012 SEC #801-114600 LINCOLN, NE 402-476-8844
SEC Registered
Total AUM
$685M
Discretionary
$662.4M
Employees
10
Clients
51
Accounts
1,266
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $685M | $662.4M | $22.6M | 10 | 0 |
| Mar 2025 | $685M | $662.4M | $22.6M | 10 | 0 |
| Nov 2024 | $516.6M | $516.6M | $0 | 11 | 0 |
| Aug 2024 | $516.6M | $516.6M | $0 | 11 | 0 |
| Jun 2024 | $516.6M | $516.6M | $0 | 11 | 0 |
| Mar 2024 | $516.6M | $516.6M | $0 | 11 | 0 |
| Mar 2024 | $516.6M | $516.6M | $0 | 11 | 0 |
| Jan 2024 | $454.7M | $454.7M | $0 | 7 | 0 |
| Mar 2023 | $454.7M | $454.7M | $0 | 7 | 0 |
| Jan 2023 | $441.7M | $439M | $2.7M | 8 | 0 |
| Oct 2022 | $441.7M | $439M | $2.7M | 8 | 0 |
| Oct 2022 | $441.7M | $439M | $2.7M | 8 | 0 |
| May 2022 | $441.7M | $439M | $2.7M | 8 | 0 |
| Apr 2022 | $441.7M | $439M | $2.7M | 8 | 0 |
| Feb 2022 | $441.7M | $439M | $2.7M | 8 | 0 |
| Mar 2021 | $327.9M | $323.9M | $4M | 6 | 1 |
| Mar 2021 | $327.9M | $323.9M | $4M | 6 | 1 |
| Jan 2021 | $327.9M | $323.9M | $4M | 6 | 1 |
| Nov 2020 | $234.3M | $230.7M | $3.7M | 6 | 1 |
| Aug 2020 | $234.3M | $230.7M | $3.7M | 6 | 1 |
| Jun 2020 | $234.3M | $230.7M | $3.7M | 6 | 1 |
| Mar 2020 | $234.3M | $230.7M | $3.7M | 6 | 1 |
| May 2019 | $183.6M | $181.6M | $2M | 6 | 1 |
| Mar 2019 | $0 | $0 | $0 | 6 | 0 |
| Mar 2019 | $0 | $0 | $0 | 6 | 0 |
| Jan 2019 | $0 | $0 | $0 | 6 | 0 |
| Dec 2018 | $0 | $0 | $0 | 6 | 0 |
DateMay 2025
Total AUM$685M
Discretionary$662.4M
Non-Disc.$22.6M
Employees10
Clients0
DateMar 2025
Total AUM$685M
Discretionary$662.4M
Non-Disc.$22.6M
Employees10
Clients0
DateNov 2024
Total AUM$516.6M
Discretionary$516.6M
Non-Disc.$0
Employees11
Clients0
DateAug 2024
Total AUM$516.6M
Discretionary$516.6M
Non-Disc.$0
Employees11
Clients0
DateJun 2024
Total AUM$516.6M
Discretionary$516.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$516.6M
Discretionary$516.6M
Non-Disc.$0
Employees11
Clients0
DateMar 2024
Total AUM$516.6M
Discretionary$516.6M
Non-Disc.$0
Employees11
Clients0
DateJan 2024
Total AUM$454.7M
Discretionary$454.7M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$454.7M
Discretionary$454.7M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$441.7M
Discretionary$439M
Non-Disc.$2.7M
Employees8
Clients0
DateOct 2022
Total AUM$441.7M
Discretionary$439M
Non-Disc.$2.7M
Employees8
Clients0
DateOct 2022
Total AUM$441.7M
Discretionary$439M
Non-Disc.$2.7M
Employees8
Clients0
DateMay 2022
Total AUM$441.7M
Discretionary$439M
Non-Disc.$2.7M
Employees8
Clients0
DateApr 2022
Total AUM$441.7M
Discretionary$439M
Non-Disc.$2.7M
Employees8
Clients0
DateFeb 2022
Total AUM$441.7M
Discretionary$439M
Non-Disc.$2.7M
Employees8
Clients0
DateMar 2021
Total AUM$327.9M
Discretionary$323.9M
Non-Disc.$4M
Employees6
Clients1
DateMar 2021
Total AUM$327.9M
Discretionary$323.9M
Non-Disc.$4M
Employees6
Clients1
DateJan 2021
Total AUM$327.9M
Discretionary$323.9M
Non-Disc.$4M
Employees6
Clients1
DateNov 2020
Total AUM$234.3M
Discretionary$230.7M
Non-Disc.$3.7M
Employees6
Clients1
DateAug 2020
Total AUM$234.3M
Discretionary$230.7M
Non-Disc.$3.7M
Employees6
Clients1
DateJun 2020
Total AUM$234.3M
Discretionary$230.7M
Non-Disc.$3.7M
Employees6
Clients1
DateMar 2020
Total AUM$234.3M
Discretionary$230.7M
Non-Disc.$3.7M
Employees6
Clients1
DateMay 2019
Total AUM$183.6M
Discretionary$181.6M
Non-Disc.$2M
Employees6
Clients1
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateDec 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0