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Cole Theodore Holmlund

Alaethes Wealth, LLC

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About Cole Theodore Holmlund

Cole Theodore Holmlund is a Registered Investment Advisor (RIA) with Alaethes Wealth, LLC. Cole has been in the financial services industry since 2018. Cole has a Series 65, Series 63, Series 7TO and SIE license. Cole specializes in providing financial planning, pension consulting, educational seminars, and portfolio management services. Cole has experience working with a wide range of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Cole is committed to providing clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Cole Holmlund is currently registered with Alaethes Wealth, LLC. Alaethes Wealth, LLC is an investment advisor specializing in financial planning, pension consulting, and portfolio management for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They also offer educational seminars to clients. The firm is based in and has been in operation since . Alaethes Wealth, LLC manages approximately $439.4 million in assets for clients.

$439.42M

Assets Under Management

Not reported

Total Clients

2

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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.

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Cole Holmlund’s Registration & Firm History

NV

11/21/2024 - Present

Alaethes Wealth, LLC (GLENBROOK NV)

CA

01/10/2019 - 04/04/2019

SANFORD C. BERNSTEIN & CO., LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 07/30/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/01/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/10/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cole Theodore Holmlund.
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