Alaethes Wealth, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 25, 2026, reports $510M in regulatory assets under management, 3 employees, 1 office, and 327 accounts.
Top client segmentHNWI represent 79.4% of total clients.
Top client categories% of clientsClients
1
HNWI
79.4%
81
2
Individuals
16.7%
17
3
Pension Plans
2.0%
2
4
Charitable
2.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$526Mas of June 8, 2026
Discretionary95.7%
$504M
96% of total RAUM95.7%
Non-discretionary4.3%
$22M
4% of total RAUM4.3%
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$526M
Total Accounts328
10Y AUM Change+$408M (+345.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee34:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.