Alaethes Wealth, LLC
● SEC registered since 2020CRD 304920SEC# 801-119436
Reg. AUM
$526.4M
Employees
3
Accounts
328
Location
—
Alaethes Wealth, LLC assets under management
Alaethes Wealth, LLC is an SEC-registered investment adviser. The firm has been registered since 2020. It reports $526.4 million in regulatory assets under management and employs 3 people.
Alaethes Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Candise Lisa Holmlund Control | Chief Compliance Officer | Under 5% | 2019 |
| Cole Theodore Holmlund Revocable Living Trust Dtd 12-23-24 Control | Member | 25-50% | 2025 |
| The Holmlund Family Trust Dated 8.5.93 Control | Owner | Over 75% | 2019 |
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Join to unlock · $37/moFrequently asked questions
How much does Alaethes Wealth, LLC manage?
Alaethes Wealth, LLC reports $526.4 million in regulatory assets under management on its Form ADV.
How many employees does Alaethes Wealth, LLC have?
Alaethes Wealth, LLC reports 3 employees.
Does Alaethes Wealth, LLC disclose fund performance?
Alaethes Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 858-735-9685 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$526.4M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$526.4Mregulatory AUM
Discretionary $504MNon-discretionary $22.4M