# Aletheian Wealth Advisors LLC

> Aletheian Wealth Advisors LLC is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 304623
- Filed as: ALETHEIAN WEALTH ADVISORS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304623
- AdvisorCensus page: https://advisorcensus.com/firm/aletheian-wealth-advisors-llc-bellevue-wa-304623

## Quick answers

**How is Aletheian Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Aletheian Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Aletheian Wealth Advisors LLC charge?**
Its Form ADV Part 2A brochure dated February 5, 2026 states: Hourly rate: $265 an hour (multi-faceted financial planning without capital markets portfolio…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Aletheian Wealth Advisors LLC located?**
Aletheian Wealth Advisors LLC's principal office is in Bellevue, WA, according to its Form ADV.

**Is Aletheian Wealth Advisors LLC registered with the SEC or a state?**
Aletheian Wealth Advisors LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 304623.

**How much does Aletheian Wealth Advisors LLC manage?**
Aletheian Wealth Advisors LLC reports $412,522,414 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (88% discretionary).

**How have Aletheian Wealth Advisors LLC's assets and staff changed since 2021?**
In the Form ADV data for Aletheian Wealth Advisors LLC: Regulatory assets under management: $100,038,311 in the October 2021 data and $412,522,414 in the October 2026 data, up 312%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aletheian Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (69); individuals (other than high net worth individuals) (36); charitable organizations (32).

**Which custodians does Aletheian Wealth Advisors LLC use?**
Aletheian Wealth Advisors LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Aletheian Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304623

**Does Aletheian Wealth Advisors LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 5, 2026 says: "There is no account minimum for any of AWA’s services."

**What changed in Aletheian Wealth Advisors LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $338,290,305 to $412,522,414 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 5, 2026)

- Account minimum: None

> There is no account minimum for any of AWA’s services.

- Hourly rate: $265 an hour (multi-faceted financial planning without capital markets portfolio…)

> The baseline for establishing annual fees for this type of multi-faceted financial planning without capital markets portfolio management is: Billed as an average of $265.00 per hour with a minimum engagement of 20 hours.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $412,522,414
- Discretionary: $364,893,716
- Non-discretionary: $47,628,698

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $16,615,422 |
| High net worth individuals | 69 | $392,063,574 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 32 | $3,843,418 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TN, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [aletheianadvisors.com](https://aletheianadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $100,038,311 | 6 | July 2, 2021 |
| October 2022 | $163,000,000 | 7 | May 20, 2022 |
| October 2023 | $283,127,969 | 7 | August 2, 2023 |
| October 2024 | $350,034,662 | 6 | February 13, 2024 |
| October 2025 | $338,290,305 | 6 | January 10, 2025 |
| October 2026 | $412,522,414 | 6 | February 5, 2026 |

Regulatory assets under management: $100,038,311 in the October 2021 data and $412,522,414 in the October 2026 data, up 312%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $338,290,305 to $412,522,414 (+22%).

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aletheian Wealth Advisors LLC (CRD 304623): Form ADV filing data as of October 2026.