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Aletheian Wealth Advisors LLC

● SEC registered since 2021CRD 304623SEC# 801-121173Bellevue, WA
Export (members)
Reg. AUM
$338.3M
Employees
6
Accounts
519
Location
Bellevue, WA

Aletheian Wealth Advisors LLC assets under management

Aletheian Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2021. It reports $338.3 million in regulatory assets under management and employs 6 people.
www.aletheianadvisors.comView on SEC.gov ↗

Aletheian Wealth Advisors LLC owners & executives

8 reported
NameTitleOwnershipSince
Horseshoe Acres, LLCOwner5-10%2024
Joshua Ray Betts ControlCeo25-50%2019
Kevin Andrew ErwertOwner5-10%2019
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Frequently asked questions

How much does Aletheian Wealth Advisors LLC manage?

Aletheian Wealth Advisors LLC reports $338.3 million in regulatory assets under management on its Form ADV.

How many employees does Aletheian Wealth Advisors LLC have?

Aletheian Wealth Advisors LLC reports 6 employees.

Where is Aletheian Wealth Advisors LLC located?

Aletheian Wealth Advisors LLC is based in Bellevue, WA and has been SEC-registered since 2021.

Does Aletheian Wealth Advisors LLC disclose fund performance?

Aletheian Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address777 108th Ave NE, Suite 2250, Bellevue, WA 98004
Phone425-458-2840
Fax(425) 458-2860
Office hours8:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$289.3M
Non-discretionary$49M
Total (RAUM)$338.3M