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 began SEC registration in 2021 and operates as a limited liability company. The firm positions itself as a capital allocator for both individual and family clients as well as institutional investors, offering fee arrangements that include asset-based and fixed-fee models. Core advisory activities reported are financial planning and discretionary portfolio management for individuals and small businesses. The firm does not identify 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
- Public Funds/Mutual Funds49%
- Exchange Traded Equities20%
- US Government Bonds9%
- State & Local Bonds9%
- Private Funds8%
Owners & executives
3 of 3
Joshua Betts
CEO, Managing Partner and FounderCRD 5174698
Randy Siegel
Founding Partner & COOCRD 4320650
Steven Kleyn
Chief Investment OfficerCRD 7463499
Contacts
2 of 2
Kevin 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 56Active vs passive
$201M in ETFs
97%
$196M
3%
$5.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $27.2M | 165,712 | 13.52% |
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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