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BELLWETHER CAPITAL MANAGEMENT LLC
CRD 153633
7840 MADISON AVE, STE 115, FAIR OAKS, CA, 95628, United States
Phone
888-338-0777
Fax
916-891-3928
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$31.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 7 | $1.4M |
| High net worth individuals | 29 | $35.0M |
All web addresses on file
Official SEC filing: View on IAPD