SEC Form ADV

ALETHEIAN WEALTH ADVISORS LLC

Firm profile: Aletheian Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserWA

$412.5M

Assets Under Management

546

Total Clients

Employees

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Registration Details

Accession: CRD-304623
Location: BELLEVUE, WA
Filing Date: February 5, 2026
AUM: $412.5M
Total Clients: 546
Institutional Clients: 32
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

ALETHEIAN WEALTH ADVISORS LLC is a registered investment adviser headquartered in BELLEVUE, WA, managing approximately $412.5M in assets across 546 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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