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Aletheian Wealth Advisors LLC CRD 304623
$413M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-01-22 |
| WA | RA | APPROVED | 2019-08-09 |
Branch Locations
777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cornerstone Advisors, Inc. | Bellevue | WA | 04/2016 | 05/2019 |
| Aletheian Wealth Advisors Llc | Bellevue | WA | 05/2019 | Present |
RT Siegel Consulting: Investment related: No; 1777 Forest Creek Ln, Prescott, AZ 86303. United States; Litigation Consultant; Principal; 2023-07-12; Hours per month devoted to business during trading hours: 0; Hours per month devoted to business outside trading hours: 4; In matters related to investment management by Fiduciaries.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-02 |
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