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ALETHEIAN WEALTH ADVISORS LLC
CRD 304623 · SEC 801-121173
777 108TH AVE NE, SUITE 2250, BELLEVUE, WA, 98004, United States
Phone
425-458-2840
Fax
(425) 458-2860
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$412.5M
Discretionary AUM
$364.9M
Team
6 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $16.6M |
| High net worth individuals | 69 | $392.1M |
| Charitable organizations | 32 | $3.8M |
States served
AZ, CA, TN, WA, TX
All web addresses on file
Official SEC filing: View on IAPD