| Name | Title | Ownership | Since |
|---|---|---|---|
| Candise Lisa Holmlund Control | Chief Compliance Officer | Under 5% | 2019 |
| Cole Theodore Holmlund Revocable Living Trust Dtd 12-23-24 Control | Member | 25-50% | 2025 |
| The Holmlund Family Trust Dated 8.5.93 Control | Owner | Over 75% | 2019 |
Alaethes Wealth, LLC reports $526.4 million in regulatory assets under management on its Form ADV.
Alaethes Wealth, LLC reports 3 employees.
Alaethes Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 858-735-9685 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $504M |
| Non-discretionary | $22.4M |
| Total (RAUM) | $526.4M |