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BELLWETHER WEALTH

LINCOLN, NE · CRD 300012 · IAPD ↗ · vimeo.com · 402-476-8844

$784.0MRegulatory AUM
7Advisory reps
12Employees
0Clients
51-100Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — BELLWETHER WEALTH notice-filed in AL, MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2026 — BELLWETHER WEALTH grew from 5 to 7 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
64
April 2025 — BELLWETHER WEALTH reported RAUM up 33% ($516.6M -> $685.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
July 2024 — BELLWETHER WEALTH changed its website from bellww.com to vimeo.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
70
April 2024 — BELLWETHER WEALTH crossed $500M in regulatory AUM ($454.7M -> $516.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
February 2024 — BELLWETHER WEALTH notice-filed in GA, MN, NC, PA, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.