Joshua Ray Betts
Investment Adviser Representative at Aletheian Wealth Advisors LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Joshua Ray Betts is an investment adviser representative with Aletheian Wealth Advisors LLC in Bellevue, WA, where they have been registered since 2019. They have worked in the securities industry since 2015 and have been registered with 4 firms, including Cornerstone Advisors Inc and Charles Schwab & Co., Inc. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Washington.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Cornerstone Advisors, Inc.Mar 2016 – Jan 2019Bellevue, WA
- Aletheian Wealth Advisors LLCMay 2019 – no end date reportedBellevue, WA
- N/aJan 2019 – Jun 2019Bellevue, WA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aletheian Wealth Advisors LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- First $3,000,0001.00%
- Next $2,000,0000.90%
- Next $5,000,0000.65%
- Next $15,000,0000.50%
+3 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Advanced financial planning, smart and tailored investment management, comprehensive family office services, and estate planning (including wills, powers of attorney, executor selection, beneficiary designation, dependent needs planning, tax planning, estate protection, and health and welfare directives).
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Bellevue, WA
- SEC file number:
- 801-121173
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 5, 2026
View full firm profileOther advisors at Aletheian Wealth Advisors LLC
4 other advisors in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Joshua Ray Betts has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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