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Bellwether Wealth

EST. AUM
$784,024,209

CONTACTS
5

CLIENT ACCOUNTS
1,461

Firm Details

Metro area Lincoln
CRD Number 300012
Website bellwetherwealth.com
Client types

Overview

Bellwether Advisors, LLC, dba Bellwether Advisors, is a Lincoln-based RIA offering comprehensive wealth management services for clients including individuals, corporations, trusts, estates, and retirement plans. Their investment services starts with an investment policy statement for each client customized to their situation and also includes asset allocation, investment selection and portfolio monitoring. Their investment approach emphasizes diversified portfolios focusing on undervalued assets and styles and can invest across active and passive approaches, typically utilizing model portfolios. The firm is led by Clark Bellin who is their President and CIO.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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