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 80.2% of total clients.
Top client categories% of clientsClients
1
HNWI
80.2%
81
2
Individuals
15.8%
16
3
Pension Plans
2.0%
2
4
Charitable
2.0%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$510Mas of February 25, 2026
Discretionary96.2%
$491M
96% of total RAUM96.2%
Non-discretionary3.8%
$19M
4% of total RAUM3.8%
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$510M
Total Accounts327
10Y AUM Change+$392M (+331.7%)
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%)
* 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.