Aletheian Wealth Advisors LLC

RIASEC Registered
Total AUM
$413M
Discretionary
$365M
88% of AUM
Avg account
$756K
Accounts
546
Employees
6
Advisory reps
5

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

FINTRX

Overview

Aletheian Wealth Advisors LLC is an independent RIA that provides financial planning and portfolio management primarily for individuals, families and small businesses, and also works with institutional clients. The firm is registered with the SEC, first registering in 2021. Its business model blends percentage-of-AUM and fixed-fee arrangements and it acts as a capital allocator, directing client capital to third-party managers in addition to managing public market portfolios. The practice is not positioned as an ESG investor and does not advertise pension consulting or multi-state advisory specialization. Its advisory services emphasize bespoke planning and discretionary portfolio management alongside non-discretionary relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 49%, Exchange Traded Equities 20%, US Government Bonds 9%, State & Local Bonds 9%, Private Funds 8%, Cash & Cash Equivalents 5%49%
  • Public Funds/Mutual Funds49%
  • Exchange Traded Equities20%
  • US Government Bonds9%
  • State & Local Bonds9%
  • Private Funds8%

Owners & executives

3 of 3
  • Joshua Betts

    Joshua Betts

    CEO, Managing Partner and FounderCRD 5174698

  • Randy Siegel

    Randy Siegel

    Founding Partner & COOCRD 4320650

  • Steven Kleyn

    Steven Kleyn

    Chief Investment OfficerCRD 7463499

Contacts

2 of 2
  • Sylvia Gilmore

    Sylvia Gilmore

    Lead Client AdministratorCRD 7210137

  • Kevin Erwert

    Kevin Erwert

    Lead AdvisorCRD 6005801

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 59

Active vs passive

$212M in ETFs

Passive

97%

$206M

Active

3%

$6.1M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$29.3M176,14313.82%
Unlock additional holdings →

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth