SourcingSourcing

BELLWETHER ADVISORS, LLC

C30
CRD 300012·SEC 801-114600·LINCOLN, NE
AUM
$784.0M
$500M-$1B
Est. Revenue
$7.8M
@ 1% on AUM
Est. EBITDA
$2.4M
@ 30% margin
Est. Deal Value
$18.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BELLWETHER ADVISORS, LLC
CRD
300012
SEC file #
801-114600
EIN
833629267
DBA names
Bellwether Wealth

Economics

AUM
$784.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$183.6M → $784.0M▲ +327%
Client mix
Individuals Other347
Individuals High Net Worth135
Pension Profit Sharing Plans12
Corporations10

Operations

Employees (total)
12
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
3 advisors → 7 advisors▲ +133%
Primary office
LINCOLN NE
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
vimeo.com/user69292927

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CLARK BELLIN REVOCABLE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
3
Control Persons
CLARK BELLIN REVOCABLE TRUST
BELLIN, CLARK, SPENGLER
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
VIMEO.COM
Rdap Domain Creation Date
2004-12-15T08:38:55Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
MarkMonitor Inc.

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
73,622
Form 5500 Compensation Trajectory 3y
202573,622
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
73,622
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001819815
Edgar Registered
Yes
Edgar Filing Count
24
Edgar First Filing Date
2021-01-29
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
22
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001819815-26-000002

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3571
Soi Zip Pct 200k Plus
0
Soi Zip Returns 200k Plus
0
Soi Zip Total AGI
15,803

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
7
Bc Firm IAR Count
7
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
140 N 8TH STREETSUITE 210LINCOLN, NE 68508
Business
140 N 8TH STREETSUITE 210LINCOLN, NE 68508
Edgar EIN
833629267
Edgar Recent Filings
13F-HR2026-05-12 · 0001819815-26-000002
13F-HR2026-02-09 · 0001819815-26-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-15T08:38:55Z
Rdap Domain Last Changed
2025-11-13T12:01:58Z
Rdap Nameservers
Ns-1463.awsdns-54.orgNs-1886.awsdns-43.co.ukNs-682.awsdns-21.netNs-70.awsdns-08.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI344
Returns30
Stub 2
AGI1,208
Returns30
Stub 3
AGI2,188
Returns30
Soi Zip Total Business Income
0
Soi Zip Total Cap Gains
2,437
Soi Zip Total Dividends
281
Soi Zip Total Returns
140
Trust Company Affiliate
No

People (8)

8
BELLIN, CLARK, SPENGLER
IAR · Executive Officer · 2.5%
2879015
SHAVER, LEILA, MEHRIZI
Executive Officer · 2.5%
5764341
Hank Evan Harris
IAR
7494183
LARRY DEAN FREIE
IAR
1236742
ALAN NORMAN BEAULIEU
IAR
5740382
BRIAN LUCIEN BEAULIEU
IAR
5740383
LANCE TYLER NORQUEST
IAR
6346276
NORAN J KNOBBE
IAR
2183244