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Sylvia Jane Gilmore

Aletheian Wealth Advisors LLC

Bellevue, WA

Lascassas, TN

CRD 7210137

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Employer firm

Aletheian Wealth Advisors LLC CRD 304623

$413M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Aletheian Wealth Advisors Llc

777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2025-01-24
WA RA APPROVED 2020-02-14
  • TN RA
    APPROVED
    Since 2025-01-24
  • WA RA
    APPROVED
    Since 2020-02-14

Branch Locations

777 108Th Ave Ne Suite 2250, Bellevue, WA 98004 • United States

Lascassas, TN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cornerstone Advisors Inc. Bellevue WA 08/2014 05/2019
Aletheian Wealth Advisors Llc Bellevue WA 06/2019 Present
Aletheian Wealth Advisors Llc Bellevue WA 12/2019 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-02-14
  • S65 Uniform Investment Adviser Law Examination
    2020-02-14
Other Names
  • Sylvia J Baglio

View on SEC IAPD

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Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

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