ALETHEIAN WEALTH ADVISORS LLC
SEC Form ADV profile.
Total regulatory AUM
$412,522,414
Discretionary
$364,893,716
Non-discretionary
$47,628,698
Firm details
- CRD number
- 304623
- SEC file number
- 801-121173
- Main office
- BELLEVUE, WA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.