Alaethes Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 304920
- Registered since
- September 11, 2020
- Website
- alaethes.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., MORNINGSTART
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.06%
- Individuals1.1%
- Pension & Profit Sharing Plans0.55%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alaethes Wealth, LLC is an independent registered investment adviser that came under SEC registration in 2020 and operates as an LLC. The firm serves both individual and family clients as well as institutional relationships and charges a mix of percentage-of-AUM and fixed fees. Its advisory offering centers on financial planning and portfolio management for individuals and small businesses, and it also provides pension consulting services and educational seminars and workshops. The firm is not positioned as a capital allocator and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Non-Exchange Traded Equities2%
Contacts
3 of 3Mark Holmlund
Investment Advisor RepresentativeCRD 1414178
Cole Holmlund
Investment Advisor RepresentativeCRD 6908341
Candise Holmlund
Founder & PresidentCRD 1319733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 31Active vs passive
$124M in ETFs
72%
$89.2M
28%
$34.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND (VGIT) | Vanguard | Passive | Intermediate Government | $35.8M | 601,887 | 29.01% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Constellation Asset Management
RIASao Paulo
Retirement Wellness Group
RIAPasadena, CA
Aurdan Capital Management, LLC
RIAChesterbrook, PA
Northern Capital Management, Inc.
RIASpokane, WA
Compass Group Investments Solutions LLC
RIAMiami, FL
Ariston Services Group, LLC
RIASan Diego, CA