$784.0M Total AUM
$782.8M Disc. AUM
19.9% 3Y CAGR
12 Employees
504 ADV. Clients
7 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- VectorGlacier unison +more
- Established Date
- 01-28-2019
- Office Locations
- 3
Office Locations
140 North 8TH Street Suite 210 Lincoln NE
77 Sundial AVE, Suite 510w Manchester NH
-- Goffstown NH
About Bellwether Wealth
Bellwether Wealth is an RIA providing personalized financial planning and portfolio management for retail and institutional clients, including business owners. The firm emphasizes disciplined, data-driven investing—using its Equity Optimizer machine-learning research and leading economic indicators to build adaptive portfolios. Serves clients across 44 states, reports 95% client retention, and runs 1M+ economic calculations per month; custody includes Charles Schwab.
Team overview
61 AVG AGE
$112.0M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.8 yrs AVG TENURE
12 Employees
7 Advisory Reps
6 RIA Reps
7yrs Firm Age
Insights
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Asset Classes
Vector Foundation Radial vertex Vector meridian Harbor wave Frontier Crest eagle Atlas Bridge ridge Value peak
Client Personas
Capital
CRM
Eagle
Custodian
Beacon Fusion Summit Vector bridge Frontier Catalyst
Investment Themes
Legacy harbor Fusion signal
Investment Vehicles
Matrix
Platform
Meridian Pathway capital
Services
Horizon Catalyst Matrix Matrix Vital crest Signal peak Bridge legacy Vital Atlas Focus
Technology
Frontier Beacon Frontier
Owner & Executives
CLARK SPENGLER BELLIN
PRINCIPAL
- CRD
- #2879015
- Ownership
- Less than 5%
(764) 726-8020
radial.peak@foundationcapital.com
in linkedin.com/in/summit-optima
L
LEILA MEHRIZI SHAVER
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(258) 538-6543
insight.vertex@deltacapital.com
in linkedin.com/in/signal-timber
Showing 2 of 2 owners & executives
Unlock allContacts
ALAN NORMAN BEAULIEU
Advisor
- CRD
- #5740382
(800) 761-3124
atlas.north@atlascapital.com
in linkedin.com/in/summit-harbor
B
BRIAN LUCIEN BEAULIEU
Owner
- CRD
- #5740383
(957) 235-1079
pioneer.ridge@peakcapital.com
in linkedin.com/in/catalyst-unison
V
Value legacy
Meridian fusion
- CRD
- #71466
(301) 746-2579
signal.vertex@valuecapital.com
in linkedin.com/in/bridge-peak
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $782,840,874 | $548,208 |
| Non-Discretionary | $1,183,335 | $35,859 |
| Total | $784,024,209 | $536,635 |
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Separately Managed Accounts
Total SMA Asset: $784,024,209
Public Funds:
3.8% Equity - Exchange:
19.9% Cash:
18.1% Corporate - Investment Grade:
6.0% Municipal Bonds:
7.0% Other:
18.1% Equity - OTC:
8.2% U.S. Government/Agency:
18.9% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $59,427,405 | 3.8% |
| Equity - Exchange | $311,211,934 | 19.9% |
| Cash | $283,062,111 | 18.1% |
| Corporate - Investment Grade | $93,832,744 | 6.0% |
| Municipal Bonds | $109,471,535 | 7.0% |
| Other | $283,062,111 | 18.1% |
| Equity - OTC | $128,238,083 | 8.2% |
| U.S. Government/Agency | $295,573,143 | 18.9% |
| Total | $1,563,879,066 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM PRIME | FOUNDATION UNISON | 0VE58JEOS | VPFG | 4.83% | $69,395,017 |
| ATLAS LEGACY PATHWAY | FOCUS PRIME | UO3O4C7WQ | XPEJI | 11.44% | $68,847,864 |
| WAVE HORIZON PIONEER | MERIDIAN INSIGHT | WIRU0GVKT | LSH | 11.10% | $41,727,624 |
| EAGLE LEGACY | HARBOR SIGNAL | 9YYDF7D0F | CLVAI | 2.05% | $28,869,402 |
| ATLAS VITAL HORIZON | UNISON INSIGHT | Q1ZP8RI4D | PBY | 3.05% | $98,920,847 |
| MATRIX CREST GLACIER | VITAL MERIDIAN | QX3UWXCIF | MGWNJ | 4.59% | $10,542,719 |
| MERIDIAN GLACIER PIONEER | EMBER FRONTIER | Q8MG60YV9 | WIX | 5.99% | $62,766,634 |
| OPTIMA FOUNDATION ALPHA | VALUE SUMMIT | UO4K44S22 | QFI | 12.48% | $7,091,055 |