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ALAETHES WEALTH, LLC
CRD 304920 · SEC 801-119436
CA, United States
Phone
858-735-9685
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$526.4M
Discretionary AUM
$504.0M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $5.8M |
| High net worth individuals | 81 | $516.2M |
| Pension/profit sharing plans | 2 | $2.9M |
| Charitable organizations | 2 | $1.5M |
States served
CA, LA, NV, TX, NH
All web addresses on file
Official SEC filing: View on IAPD