Aletheian Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Bellevue, WA. Its latest Form ADV filing, dated February 5, 2026, reports $413M in regulatory assets under management, 6 employees, 2 offices, and 546 accounts.
Assets Under Management
$413M
Employees
6
Offices
2 offices
Total Clients
137
Primary office
BELLEVUE, WA
777 108TH AVE NE, SUITE 2250, BELLEVUE, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 50.4% of total clients.
Top client categories% of clientsClients
1
HNWI
50.4%
69
2
Individuals
26.3%
36
3
Charitable
23.4%
32
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$413Mas of February 5, 2026
Discretionary88.5%
$365M
88% of total RAUM88.5%
Non-discretionary11.5%
$48M
12% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$413M
Total Accounts546
10Y AUM Change+$413M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee23:1
10Y Employee Change+4 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.