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Aletheian Wealth Advisors LLC

Headquartered in BELLEVUE, WA

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Firm Information

Aletheian Wealth Advisors LLC is a registered investment advisor based in BELLEVUE, WA. The firm manages approximately $338,290,305 in assets and provides financial planning and portfolio management services to high-net-worth individuals and individuals other than high-net-worth. The firm has 5 investment advisor representatives.

Aletheian Wealth Advisors LLC

777 108TH AVE NE

BELLEVUE, WA 98004

$338.29M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

ALETHEIAN WEALTH ADVISORS LLC has a total of 3 branch locations across the country.
location

LASCASSAS, TN

location

BELLEVUE, WA

location

Bellevue, WA

Advisors at Aletheian Wealth Advisors LLC

View All 5 Advisors
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Kevin Andrew Erwert

CFP®, RA

Bellevue, WA

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Randy T Siegel

CFP®, RA

BELLEVUE, WA

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Steven Kleyn

CFA®, RA

BELLEVUE, WA

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Sylvia Jane Gilmore

RA

BELLEVUE, WA

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Joshua Ray Betts

CFP®, CFA®, RA

BELLEVUE, WA

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Disclosures

There are no public disclosures for Aletheian Wealth Advisors LLC.

Frequently Asked Questions (10)

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