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ALAETHES WEALTH, LLC
SEC Registered, https://alaethes.com858-735-9685
Assets Under Management
$500M–$1B
Employees
3
Office Locations
2 offices
Total Accounts
327
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable Organizations
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 16 | $4.9M |
| High Net Worth Individuals | 81 | $502M |
| Charitable Organizations | 2 | $2.2M |
| State/Municipal Entities | 2 | — |
1 total clients reported on Form ADV.
Leadership
Candise Lisa Holmlund
CHIEF COMPLIANCE OFFICER
The Holmlund Family Trust Dated 8.5.93
OWNER
Candise Lisa Holmlund
TRUSTEE
Office locations
2 offices in 1 states
HQ
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
CRD number
#304920
SEC Number
801-119436
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of February 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
alaethes.comPhone
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ALAETHES WEALTH, LLC 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 the SEC or FINRA websites before making any decision.