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ALAETHES WEALTH, LLC

· CRD 304920 · IAPD ↗ · alaethes.com · 858-735-9685

$513.2MRegulatory AUM
3Advisory reps
3Employees
1Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
March 2026 — ALAETHES WEALTH, LLC crossed $500M in regulatory AUM ($439.4M -> $509.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
61
February 2025 — ALAETHES WEALTH, LLC reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
December 2024 — ALAETHES WEALTH, LLC notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
October 2024 — ALAETHES WEALTH, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — ALAETHES WEALTH, LLC notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
March 2024 — ALAETHES WEALTH, LLC reported RAUM up 43% ($269.1M -> $385.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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