ALETHEIAN WEALTH ADVISORS LLC

777 108th Ave Ne
Suite 2250
Bellevue, Washington 98004
Tel: 425-458-2840

About ALETHEIAN WEALTH ADVISORS LLC

ALETHEIAN WEALTH ADVISORS LLC, formally registered with the SEC as ALETHEIAN WEALTH ADVISORS LLC. The firm was established in 05/07/2021. They have over 3 offices throughout the country.

ALETHEIAN WEALTH ADVISORS LLC is a Bellevue, Washington based Financial Planning firm with nearly $338,290,305 assets under management, offering retirement planning & investment advisory services to 519 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	304623
SEC#	801-121173
Assets Managed by Firm	$338,290,305
No. of Clients	519
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	519	$338,290,305
Individuals (other than high net worth individuals)	43	$11,702,748
High net worth individuals	141	$326,587,557

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