Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors LLC is an SEC-registered wealth manager in Bellevue, WA with $412.5M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Aletheian Wealth Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304623, SEC 801-121173, data through 2026-02-05.
- AUM (assets under management / regulatory AUM)
- $412.5M (2026-02-05)
- Firm type
- Wealth Manager
- Location
- Bellevue, WA
- Employees
- 6
- Clients
- 137
- CRD
- 304623
- Ownership
- BETTS, JOSHUA, RAY; SIEGEL, RANDY, T; RUTHERFORD MARITAL TRUST; Erwert, Kevin, Andrew; Rutherford, Janine
How much AUM does Aletheian Wealth Advisors LLC have?
Aletheian Wealth Advisors LLC reported $412.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-05).
Who owns Aletheian Wealth Advisors LLC?
Disclosed owners and executives of Aletheian Wealth Advisors LLC include BETTS, JOSHUA, RAY, SIEGEL, RANDY, T, RUTHERFORD MARITAL TRUST, Erwert, Kevin, Andrew, Rutherford, Janine. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.