Bellwether Wealth

Finance · Nebraska, United States · 1-10 Employees

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Overview

Headquarters

140 N 8th St Ste 210, Lincoln, Nebraska,...

Phone Number

(402) 476-8844

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

About Bellwether Wealth

Bellwether Wealth specializes in professional wealth management and financial planning, focusing on business owners and families who seek long-term growth and financial security. They utilize a combination of personalized financial planning and data-driven investing, enhanced by machine learning and economic insights. The firm prides itself on maintaining real relationships with clients, ensuring transparency and proactive communication throughout market cycles. With a high client retention rate and extensive advisor experience, Bellwether Wealth is dedicated to adapting portfolios to meet individual goals and risk tolerances.Explore more
Bellwether Wealth's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Bellwether Wealth Org Chart

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Noran Knobbe, Chief Operating Officer at Bellwether Wealth
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Chief Operating Officer

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President

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Vice President Chief Operations Officer

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Compare Similar Companies to Bellwether Wealth

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Bellwether Wealth

<$5M
1-10
Private
-
2006
Noran Knobbe, Chief Operating Officer at Bellwether Wealth
Noran KnobbeChief Operating Officer
$7.6M
11-50
Private
-
1962
$7.5M
11-50
Private
-
-
Nicole Kelton, Chief Financial Officer at The Kelton Financial Group
Nicole KeltonChief Financial Officer
<$5M
1-10
Private
-
2006
TS
Thomas SchneeweisChief Investment Officer
Illustration of an envelope

Bellwether Wealth Tech Stack

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Frequently Asked Questions Regarding Bellwether Wealth

What is Bellwether Wealth's official website?
Bellwether Wealth's official website is www.bellwetherwealth.com
What is Bellwether Wealth's Revenue?
Bellwether Wealth's revenue is <$5 Million
What is Bellwether Wealth's SIC code?
Bellwether Wealth's SIC: 62,628
What is Bellwether Wealth's NAICS code?
Bellwether Wealth's NAICS: 52,523
How many employees does Bellwether Wealth have?
Bellwether Wealth has 1-10 employees
What industry does Bellwether Wealth belong to?
Bellwether Wealth is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Bellwether Wealth competition?
Bellwether Wealth top competitors include: Reynolds Wealth Management, Yes Wealth Management, The Kelton Financial Group
What technology does Bellwether Wealth use?
Some of the popular technologies that Bellwether Wealth uses are: WordPress.org, Google Universal Analytics, Squarespace Online Stores, Embedly
How do I contact Bellwether Wealth?
Bellwether Wealth contact info: Phone number: (402) 476-8844 Website: www.bellwetherwealth.com
What does Bellwether Wealth do?

Bellwether Wealth specializes in professional wealth management and financial planning, focusing on business owners and families who seek long-term growth and financial security. They utilize a combination of personalized financial planning and data-driven investing, enhanced by machine learning and economic insights. The firm prides itself on main... taining real relationships with clients, ensuring transparency and proactive communication throughout market cycles. With a high client retention rate and extensive advisor experience, Bellwether Wealth is dedicated to adapting portfolios to meet individual goals and risk tolerances.Read More

What are Bellwether Wealth social media links?
Bellwether Wealth Linkedin page Bellwether Wealth Twitter page Bellwether Wealth Facebook page
Is Bellwether Wealth a public company?
Bellwether Wealth is private company therefore does not currently have an official ticker symbol
See more information about Bellwether Wealth

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