ALETHEIAN WEALTH ADVISORS LLC
SEC RegisteredTRUTH. TRANSPARENCY.
About the firm
Aletheian Wealth Advisors is a multi-family office model that serves as a fiduciary, created to best serve families with the most complex estate planning and asset management needs. The firm guides successful families to create lasting legacies defined by their personal values, mission, and vision for coming generations.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
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).
Who they serve
Successful families with the most complex balance sheets and estate planning needs.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 36 | $17M |
| High Net Worth Individuals | 69 | $392M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 32 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $3,000,000 | 1.00% |
| Next $2,000,000 | 0.90% |
| Next $5,000,000 | 0.65% |
| Next $15,000,000 | 0.50% |
| Next $25,000,000 | 0.40% |
| Next $50,000,000 | 0.30% |
| Over $100,000,001 | 0.25% |
Data as of February 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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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. ALETHEIAN WEALTH ADVISORS 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.