ALETHEIAN WEALTH ADVISORS LLC
CRD #304623 SEC #801-121173 BELLEVUE, WA 425-458-2840
SEC Registered
Total AUM
$338.3M
Discretionary
$289.3M
Employees
6
Clients
11
Accounts
519
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 27, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BETTS, JOSHUA, RAY | I | CEO | E | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | D | Control |
| BETTS, JOSHUA, RAY | I | CEO | C | Control |
| BETTS, JOSHUA, RAY | I | CEO | C | Control |
| BETTS, JOSHUA, RAY | I | CEO | C | Control |
| BETTS, JOSHUA, RAY | I | CEO | C | Control |
| BETTS, JOSHUA, RAY | I | CEO | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | MANAGING MEMBER, CHIEF FIDUCIARY OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| SIEGEL, RANDY, T | I | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | C | Control |
| Erwert, Kevin, Andrew | I | OWNER | A | |
| Erwert, Kevin, Andrew | I | OWNER | A | |
| Erwert, Kevin, Andrew | I | OWNER | A | |
| Erwert, Kevin, Andrew | I | OWNER | A | |
| Erwert, Kevin, Andrew | I | OWNER | A | |
| Erwert, Kevin, Andrew | I | OWNER | A | |
| HORSESHOE ACRES, LLC | DE | OWNER | A | |
| HORSESHOE ACRES, LLC | DE | OWNER | A | |
| HORSESHOE ACRES, LLC | DE | OWNER | A | |
| HORSESHOE ACRES, LLC | DE | OWNER | A | |
| HORSESHOE ACRES, LLC | DE | OWNER | A | |
| HORSESHOE ACRES, LLC | DE | OWNER | A | |
| Kleyn, Steven | I | CHIEF INVESTMENT OFFICER | A | |
| RUTHERFORD MARITAL TRUST | DE | OWNER | A | |
| RUTHERFORD MARITAL TRUST | DE | OWNER | A | |
| RUTHERFORD MARITAL TRUST | DE | OWNER | A | |
| RUTHERFORD MARITAL TRUST | DE | OWNER | A | |
| RUTHERFORD MARITAL TRUST | DE | OWNER | A | |
| RUTHERFORD MARITAL TRUST | DE | OWNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Rutherford, Janine | I | RUTHERFORD MARITAL TRUST | F | Control |
| Rutherford, Janine | I | RUTHERFORD MARITAL TRUST | F | Control |
| Rutherford, Janine | I | RUTHERFORD MARITAL TRUST | F | Control |
| Erwert, William | I | HORSESHOE ACRES, LLC | D | Control |
| Erwert, William | I | HORSESHOE ACRES, LLC | D | Control |
| Erwert, William | I | HORSESHOE ACRES, LLC | D | Control |
Registrations
Federal
IA
Oct 27, 2025 REGISTERED
Notice Filings (5)
AZ CA TN TX WA
Address
777 108TH AVE NESUITE 2250
BELLEVUE, WA 98004
United States
Phone: 425-458-2840