Aletheian Wealth Advisors LLC

Aletheian Wealth Advisors LLC (CRD# 304623) is a financial advisory firm headquartered in Bellevue, WA. They manage $350,034,662 in 543 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    350
    MILLION
  • Total Number of Accounts
    543
    ACCOUNTS
  • Average Account Value
    $644,631
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Aletheian Wealth Advisors LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joshua R. Betts
CRD#: 5174698
777 108th Ave Ne, Suite 2250, Bellevue, WA 98004

Joshua Betts (CRD# 5174698) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has over 16 years of experience in the finance industry.

2
Kevin A. Erwert
CRD#: 6005801
10655 Ne 4th Street, #312, Bellevue, WA 98004

Kevin Erwert (CRD# 6005801) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has 1 year of experience in the finance industry.

3
Scott D. Hedgcock
CRD#: 5202709
10655 Ne 4th Street, #312, Bellevue, WA 98004

Scott Hedgcock (CRD# 5202709) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has over 17 years of experience in the finance industry.

4
Sylvia J. Gilmore
CRD#: 7210137
777 108th Ave Ne, Suite 2250, Bellevue, WA 98004

Sylvia Gilmore (CRD# 7210137) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has over 4 years of experience in the finance industry.

5
Steven Kleyn
CRD#: 7463499
777 108th Ave Ne, Suite 2250, Bellevue, WA 98004

Steven Kleyn (CRD# 7463499) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has 1 year of experience in the finance industry.

6
Randy T. Siegel
CRD#: 4320650
777 108th Ave Ne, Suite 2250, Bellevue, WA 98004

Randy Siegel (CRD# 4320650) is an Investment Advisor Representative working at Aletheian Wealth Advisors LLC in Bellevue, WA and has over 23 years of experience in the finance industry.

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