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ALETHEIAN WEALTH ADVISORS LLC

BELLEVUE, WA · CRD 304623 · IAPD ↗ · aletheianadvisors.com · 425-458-2840

$412.5MRegulatory AUM
5Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
January 2025 — ALETHEIAN WEALTH ADVISORS LLC notice-filed in AZ, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
January 2025 — ALETHEIAN WEALTH ADVISORS LLC added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.