Alaethes Wealth, LLC
Alaethes Wealth, LLC is an SEC-registered ria with $526.4M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Alaethes Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304920, SEC 801-119436, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $526.4M (2026-06-08)
- Firm type
- Ria
- Employees
- 3
- Clients
- 102
- CRD
- 304920
- Ownership
- THE HOLMLUND FAMILY TRUST DATED 8.5.93; HOLMLUND, CANDISE, LISA; HOLMLUND, MARK, WILLIAM; COLE THEODORE HOLMLUND REVOCABLE LIVING TRUST DTD 12-23-24; HOLMLUND, COLE, THEODORE
How much AUM does Alaethes Wealth, LLC have?
Alaethes Wealth, LLC reported $526.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Alaethes Wealth, LLC?
Disclosed owners and executives of Alaethes Wealth, LLC include THE HOLMLUND FAMILY TRUST DATED 8.5.93, HOLMLUND, CANDISE, LISA, HOLMLUND, MARK, WILLIAM, COLE THEODORE HOLMLUND REVOCABLE LIVING TRUST DTD 12-23-24, HOLMLUND, COLE, THEODORE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.