ALETHEIAN WEALTH ADVISORS LLC
Firm details
- Headquarters
- BELLEVUE, Washington
- CRD number
- 304623
- Registered since
- May 7, 2021
- Website
- www.aletheianadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.04%
- Individuals4.03%
- Charitable Organizations0.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Aletheian Wealth Advisors LLC is an independent registered investment adviser that manages fee-based relationships for individuals, families and select institutional clients. The firm leans heavily on public funds and passive vehicles in client portfolios while maintaining the capability to allocate to private-market strategies. Its advisory services center on financial planning and discretionary portfolio management for individuals and small businesses, with a blend of percentage-of-AUM and fixed-fee arrangements. The firm’s public-portfolio footprint shows a significant fixed-income emphasis, suggesting client goals prioritize capital preservation and income alongside diversified equity exposure.
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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities20%
- US Government Bonds9%
- State & Local Bonds9%
- Private Funds8%
Owners & executives
3 of 3JOSHUA BETTS
CEO, Managing Partner and FounderCRD 5174698
RANDY SIEGEL
Founding Partner & COOCRD 4320650
Steven Kleyn
Chief Investment OfficerCRD 7463499
Contacts
2 of 2Kevin Erwert
Lead AdvisorCRD 6005801
Sylvia Gilmore
Lead Client AdministratorCRD 7210137
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 55Active vs passive
$184M in ETFs
97%
$178M
3%
$5.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $25M | 339,926 | 13.64% |
Location
BELLEVUE, WA
KING
Location
BELLEVUE, WA
Headquartered in BELLEVUE, WA, anchoring the Seattle-Tacoma, WA metro in the West.
- Metro area
- Seattle-Tacoma, WA
- Region
- West
- County
- KING
- Address
- 777 108th Ave NE
- Time zone
- PT (UTC-8)
- Office locations
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