Overview
Assets Under Management: $338 million
Headquarters: BELLEVUE, WA
High-Net-Worth Clients: 141
Average Client Assets: $2 million
Frequently Asked Questions
ALETHEIAN WEALTH ADVISORS 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 #304623), ALETHEIAN WEALTH ADVISORS LLC is subject to fiduciary duty under federal law.
ALETHEIAN WEALTH ADVISORS LLC is headquartered in BELLEVUE, WA.
ALETHEIAN WEALTH ADVISORS LLC serves 141 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, ALETHEIAN WEALTH ADVISORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
ALETHEIAN WEALTH ADVISORS LLC manages $338 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, ALETHEIAN WEALTH ADVISORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 141
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.54
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 519
Discretionary Accounts: 356
Non-Discretionary Accounts: 163
Regulatory Filings
CRD Number: 304623
Last Filing Date: 2025-01-10 00:00:00
Website: https://aletheianadvisors.com