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Building 2ALAETHES WEALTH, LLC

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Phone858-735-9685
NotebookSEC #801-119436
Total AUM
$509.9M
Employees
3
Clients
101

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
858-735-9685
Other Offices
1

ReceiptFinancials

Total AUM
$509.9M
Accounts
327
Discretionary
$490.5M
Accounts
323
Non-Discretionary
$19.4M
Accounts
4

ContactClients

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Individual Clients
16
AUM
$4.9M
HNW Individual Clients
81
AUM
$501.5M
Pension/Profit Sharing Plan Clients
2
AUM
$2.2M
Charitable Organization Clients
2
AUM
$1.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CALANHNVTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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