Bellwether Capital Management

San Ramon, United States

5

2 reviews

Contacts

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Telephone:
+1 925-230-9482
Website:
bellwethercm.com
Address:
7 Crow Canyon Ct Ste 140, San Ramon, CA, 94583
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Today

Today –
Local time (San Ramon) 19:11 Tuesday, 10 June 2025

Business hours

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Tuesday –
Wednesday –
Thursday –
Friday –
Saturday –
Sunday –

Description

Specialties

Investment Management, Investment Consulting, Financial Advice, Financial Planning

History

Established in 2009.

Bellwether Capital Management LLC was founded in 2009.

*NOTICE: This Yelp page is for informational purposes only; nothing on this page represents advice of any kind. Per regulatory guidelines Bellwether Capital Management LLC (BCM) does not solicit or accept endorsements, recommendations, or testimonials via social media. Third-​party content posted on BCM’s Yelp page represent the views and opinions of the respective third parties. They do not necessarily represent the views of BCM.

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2 reviews of Bellwether Capital Management

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Place rating: 5
Playa del Rey, CA
Wei Trieu has been my advisor for years. When he joined BCM this year, I immediately moved my account. What can I say … If I find something I like I stick to it. :) I like that they use Schwab’s platform to hold investments (he helped me set this all up and it was pretty painless)
I’m not going to lie I work in advertising so I am far from a financial guru by any means but that’s why I have Wei. I get a knowledgeable and personable advisor that’s always available to help me answer my questions or explain things to me.
It really is amazing how my accounts have grown in the past few years. One important thing that he taught me is setting small achievable goals. Once I reached my first goal it seemed like reaching the next becomes a little easier.
I only wish I started saving and planning earlier, but as the saying goes better late than never.
Place rating: 5
San Francisco, CA
Talk about brilliant, precise, carefully thought out advice. You just can’t find an advisor who takes pride in caring your personal well being and truly caters to what you want to achieve anymore, until now.
Highly recommended!