CRD: 153633
Bellwether Capital Management LLC
$36.4M Total AUM
$31.4M Disc. AUM
-- 3Y CAGR
1 Employees
36 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-26-2011
- Office Locations
- 2
Office Locations
5170 Golden Foothill Pkwy STE 111 EL Dorado Hills CA
7840 Madison AVE STE 115 Fair Oaks CA
About Bellwether Capital Management LLC
Bellwether Capital Management LLC is a California-based RIA serving retail and institutional clients with portfolio construction, financial planning, and insurance planning. Portfolios are implemented primarily with equity ETFs, with cash and limited derivatives used for risk management, and the firm custodies at Charles Schwab.
Team overview
-- AVG AGE
$36.4M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
7.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
V
VICTOR K LAI
Managing Director, Managing Member
- CRD
- #4957653
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
C
CHARLES DEMOTS TRACY
--
- CRD
- #5672469
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,400,000 | -- |
| Non-Discretionary | $5,000,000 | -- |
| Total | $36,400,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing