Alaethes Wealth, LLC

RIASEC Registered

Total AUM

$513M

Discretionary

$497M

97% of AUM

Avg account

$1.5M

Accounts

339

Employees

Advisory reps

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: HNWI97.83%
Individuals1.29%
Pension & Profit Sharing Plans0.58%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Alaethes Wealth, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered, with registration dating to 2020. Its client base includes both individuals and families as well as institutional clients. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational workshops and seminars. Fee arrangements combine percentage-of-AUM billing with fixed-fee engagements. The firm does not identify as an active ESG investor.