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).
-
Total Assets Under Management350MILLION
-
Total Number of Accounts543ACCOUNTS
-
Average Account Value$644,631
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX, WA
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.
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.
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.
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.
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.
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.