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 #801-121173
Total AUM
$412.5M
Employees
6
Clients
137

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
777 108TH AVE NE
SUITE 2250
BELLEVUE
WA 98004
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
425-458-2840
Other Offices
2

ReceiptFinancials

Total AUM
$412.5M
Accounts
546
Discretionary
$364.9M
Accounts
395
Non-Discretionary
$47.6M
Accounts
151

ContactClients

View more in analytics →

Individual Clients
36
AUM
$16.6M
HNW Individual Clients
69
AUM
$392.1M
Charitable Organization Clients
32
AUM
$3.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATNTXWA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account