# Bellwether Financial Advisors

Bellwether Financial Advisors is a Multi Family Office based in West Des Moines.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** West Des Moines
- **Assets under management:** Undisclosed
- **Website:** bellwetherfinancialadvisors.com

## Regulatory record

- **CRD number:** 128225
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128225

## About

Bellwether Financial Advisors is a fee-based registered financial advisory firm based in West Des Moines, Iowa. The firm offers independent, objective financial planning and wealth management services. It has been serving clients since 1993.

## Questions

### Does Bellwether Financial Advisors participate in fund commitments or only direct deals?

No investment track record or strategy documentation is publicly available. Most multi-family offices of its apparent profile blend fund commitments, direct co-investments, and separately managed accounts across asset classes, but Bellwether has not confirmed its specific approach to private markets or manager selection.

### What is Bellwether Financial Advisors' known posture on co-investments alongside external GPs?

Bellwether has not publicly disclosed a co-investment policy or named any co-investment partners. Without a track record or published investment team bios, there is no verifiable history of participating alongside general partners in direct deals.

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- [Van Berkom and Associates](https://altss.com/profile/van-berkom-and-associates-inc)
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Last updated: 2026-07-11T01:42:41.000Z

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