1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ALETHEIAN WEALTH ADVISORS LLC

Map pinBELLEVUE, WA
Phone425-458-2840
NotebookSEC #801-116972
Total AUM
$50.2M
Employees
7
Clients
27

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10655 NE 4TH STREET #312
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-458-2840

ReceiptFinancials

Total AUM
$50.2M
Accounts
124
Discretionary
$42.6M
Accounts
100
Non-Discretionary
$7.6M
Accounts
24

ContactClients

View more in analytics →

Individual Clients
6
AUM
$938.5K
HNW Individual Clients
21
AUM
$49.3M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
WA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account