Overview
Assets Under Management: $439 million
High-Net-Worth Clients: 78
Average Client Assets: $6 million
Frequently Asked Questions
ALAETHES WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304920), ALAETHES WEALTH, LLC is subject to fiduciary duty under federal law.
ALAETHES WEALTH, LLC serves 78 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, ALAETHES WEALTH, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
ALAETHES WEALTH, LLC manages $439 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, ALAETHES WEALTH, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.58
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 263
Discretionary Accounts: 257
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 304920
Last Filing Date: 2025-01-21 00:00:00
Website: https://alaethes.com