Alaethes Wealth, LLC
Alaethes Wealth, LLC (CRD# 304920) is a financial advisory firm headquartered in Glenbrook, NV. They manage $385,943,270 in 195 accounts and serve the financial needs of clients across 3 states (or territories).
-
Total Assets Under Management386MILLION
-
Total Number of Accounts195ACCOUNTS
-
Average Account Value$1,979,196
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
CA, LA, NV
Candise Holmlund (CRD# 1319733) is an Investment Advisor Representative working at Weatherly Asset Management in Del Mar, CA and has over 31 years of experience in the finance industry. Candise is a Certified Financial Planner (CFP)® and is a Chartered Financial Analyst (CFA) charter holder, as well as a Trust and Estate Practitioner (TEP), a member of the CFA Institute, the Chartered Financial Analysts Society of San Diego, the Estate Planning Council of San Diego, North County Estate Planning Council, and the Financial Planning Association (FPA). Member of the Society of Trust and Estate Practitioners. Candise has been a panelist on Wealth Planning Forums and also serves as a Subject Matter Expert (SME) for the Certified Financial Planner Board of Standards (CFP Board).
Cole Holmlund (CRD# 6908341) is an Investment Advisor Representative working at Alaethes Wealth, LLC in Glenbrook, NV and has over 5 years of experience in the finance industry.
Mark Holmlund (CRD# 1414178) is an Investment Advisor Representative working at Alaethes Wealth, LLC in Glenbrook, NV and has over 38 years of experience in the finance industry.