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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nebraska
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 8, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BELLIN, CLARK, SPENGLER | I | PRINCIPAL | NA | Control |
| BELLIN, CLARK, SPENGLER | I | PRINCIPAL | NA | Control |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| SHAVER, LEILA, MEHRIZI | I | CHIEF COMPLIANCE OFFICER | NA | |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BELLIN, CLARK, SPENGLER | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
| CLARK BELLIN REVOCABLE TRUST | FE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
| BELLIN, CLARK, SPENGLER | I | CLARK BELLIN REVOCABLE TRUST | E | Control |
Registrations
Federal
IA
May 8, 2025 REGISTERED
Notice Filings (20)
AZ CA CO FL GA IA IL LA MA MI MN NC NE NH OH OR PA TN TX WI
Address
140 NORTH 8TH STREETSUITE 210
LINCOLN, NE 68058
United States
Phone: 402-476-8844