Aletheian Wealth Advisors LLC
● SEC registered since 2021CRD 304623SEC# 801-121173Bellevue, WA
Reg. AUM
$412.5M
Employees
6
Accounts
546
Location
Bellevue, WA
Aletheian Wealth Advisors LLC assets under management
Aletheian Wealth Advisors LLC is a registered investment adviser overseen by the SEC based in Bellevue, WA. The firm has been registered since 2021. It reports $412.5 million in regulatory assets under management and employs 6 people.
Aletheian Wealth Advisors LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Horseshoe Acres, LLC | Owner | 5-10% | 2024 |
| Joshua Ray Betts Control | Ceo | 25-50% | 2019 |
| Kevin Andrew Erwert | Owner | 5-10% | 2019 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Aletheian Wealth Advisors LLC manage?
Aletheian Wealth Advisors LLC reports $412.5 million in regulatory assets under management on its Form ADV.
How many employees does Aletheian Wealth Advisors LLC have?
Aletheian Wealth Advisors LLC reports 6 employees.
Where is Aletheian Wealth Advisors LLC located?
Aletheian Wealth Advisors LLC is based in Bellevue, WA and has been SEC-registered since 2021.
Does Aletheian Wealth Advisors LLC disclose fund performance?
Aletheian Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 777 108th Ave NE, Suite 2250, Bellevue, WA 98004 |
| Phone | 425-458-2840 |
| Fax | (425) 458-2860 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$412.5M▲ 22%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$412.5Mregulatory AUM
Discretionary $364.9MNon-discretionary $47.6M