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Victor K Lai

Bellwether Capital Management LLC

El Dorado Hills, CA

CRD 4957653

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Employer firm

Bellwether Capital Management LLC CRD 153633

$36.4M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Bellwether Capital Management Llc

7840 Madison Ave Ste 115, Fair Oaks, CA 95628 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-25
CA RA APPROVED 2011-01-26
  • TX RA
    APPROVED_RES
    Since 2022-08-25
  • CA RA
    APPROVED
    Since 2011-01-26

Branch Locations

5170 Golden Foothill Pkwy Ste 111, El Dorado Hills, CA 95762 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bellwether Capital Management Llc El Dorado Hills CA 12/2009 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-08
  • S66 Uniform Combined State Law Examination
    2005-12-08
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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