SourcingSourcing

BELLWETHER CONSULTING LLC

C28
CRD 111188·SEC 801-60078·MILLBURN, NJ
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELLWETHER CONSULTING LLC
CRD
111188
SEC file #
801-60078
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
Pension Profit Sharing Plans16
Individuals High Net Worth1

Operations

Employees (total)
8
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'20'26
8 advisors → 8 advisors▬ 0%
Primary office
MILLBURN NJ
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Pension consultingSelection of other advisersPublication of periodicalsOther Advisory Services
Fee basis
Hourly chargesFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
linkedin.com/company/bellwether-consulting(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
COHEN, SCOTT, JAIME
Top Owner Pct
37.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
COHEN, SCOTT, JAIME
FINKEL, JACOB, LEON
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:bellwetherconsulting.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
6
Form 5500 Total Compensation
563,865
Form 5500 Compensation Trajectory 3y
2025555,565
20268,300
Form 5500 Plan Count Trajectory 3y
20255
20261
Schedule C Total Compensation
563,865
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
3113340
Trust Company Affiliate
No

People (4)

4
COHEN, SCOTT, JAIME
Direct Owner · 37.5%
3113340
FINKEL, JACOB, LEON
Direct Owner · 37.5%
5132527
HOCTER, KEITH, ALLAN
Direct Owner · 37.5%
2873606
SANDERSEN, LYNDA, MARIE
Direct Owner · 37.5%
2669285