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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $338.3M | $289.3M | $49M | 6 | 0 |
| Jan 2025 | $338.3M | $289.3M | $49M | 6 | 0 |
| Jan 2025 | $338.3M | $289.3M | $49M | 6 | 0 |
| Dec 2024 | $350M | $280.3M | $69.8M | 6 | 0 |
| Oct 2024 | $350M | $280.3M | $69.8M | 6 | 0 |
| Feb 2024 | $350M | $280.3M | $69.8M | 6 | 0 |
| Oct 2023 | $283.1M | $208.3M | $74.9M | 7 | 0 |
| Aug 2023 | $283.1M | $208.3M | $74.9M | 7 | 0 |
| Jul 2023 | $283.1M | $208.3M | $74.9M | 7 | 0 |
| Apr 2023 | $248.5M | $164.5M | $84M | 7 | 0 |
| Apr 2023 | $248.5M | $164.5M | $84M | 7 | 0 |
| Mar 2023 | $248.5M | $164.5M | $84M | 7 | 0 |
| Oct 2022 | $163M | $144.7M | $18.4M | 7 | 0 |
| May 2022 | $163M | $144.7M | $18.4M | 7 | 0 |
| Feb 2022 | $163M | $144.7M | $18.4M | 7 | 0 |
| Jan 2022 | $163M | $144.7M | $18.4M | 7 | 0 |
| Jul 2021 | $100M | $94M | $6M | 6 | 0 |
| May 2021 | $100M | $94M | $6M | 6 | 0 |
| Apr 2021 | $100M | $94M | $6M | 6 | 0 |
| Sep 2020 | $50.2M | $42.6M | $7.6M | 7 | 0 |
| Aug 2020 | $50.2M | $42.6M | $7.6M | 7 | 0 |
| Jul 2020 | $50.2M | $42.6M | $7.6M | 6 | 0 |
| Jul 2020 | $50.2M | $42.6M | $7.6M | 6 | 0 |
| Jul 2020 | $50.2M | $42.6M | $7.6M | 6 | 0 |
| Jun 2020 | $50.2M | $42.6M | $7.6M | 6 | 0 |
| Jun 2020 | $50.2M | $42.6M | $7.6M | 6 | 0 |
| May 2020 | $28.1M | $25M | $3.2M | 5 | 0 |
| Apr 2020 | $28.1M | $25M | $3.2M | 5 | 0 |
| Feb 2020 | $18.8M | $17.3M | $1.5M | 4 | 0 |
| Jan 2020 | $18.8M | $17.3M | $1.5M | 4 | 0 |
| Jan 2020 | $18.8M | $17.3M | $1.5M | 4 | 0 |
| Nov 2019 | $9.8M | $9.8M | $0 | 4 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Aug 2019 | $0 | $0 | $0 | 5 | 0 |
| Jul 2019 | $0 | $0 | $0 | 2 | 0 |
| Jun 2019 | $0 | $0 | $0 | 2 | 0 |
DateOct 2025
Total AUM$338.3M
Discretionary$289.3M
Non-Disc.$49M
Employees6
Clients0
DateJan 2025
Total AUM$338.3M
Discretionary$289.3M
Non-Disc.$49M
Employees6
Clients0
DateJan 2025
Total AUM$338.3M
Discretionary$289.3M
Non-Disc.$49M
Employees6
Clients0
DateDec 2024
Total AUM$350M
Discretionary$280.3M
Non-Disc.$69.8M
Employees6
Clients0
DateOct 2024
Total AUM$350M
Discretionary$280.3M
Non-Disc.$69.8M
Employees6
Clients0
DateFeb 2024
Total AUM$350M
Discretionary$280.3M
Non-Disc.$69.8M
Employees6
Clients0
DateOct 2023
Total AUM$283.1M
Discretionary$208.3M
Non-Disc.$74.9M
Employees7
Clients0
DateAug 2023
Total AUM$283.1M
Discretionary$208.3M
Non-Disc.$74.9M
Employees7
Clients0
DateJul 2023
Total AUM$283.1M
Discretionary$208.3M
Non-Disc.$74.9M
Employees7
Clients0
DateApr 2023
Total AUM$248.5M
Discretionary$164.5M
Non-Disc.$84M
Employees7
Clients0
DateApr 2023
Total AUM$248.5M
Discretionary$164.5M
Non-Disc.$84M
Employees7
Clients0
DateMar 2023
Total AUM$248.5M
Discretionary$164.5M
Non-Disc.$84M
Employees7
Clients0
DateOct 2022
Total AUM$163M
Discretionary$144.7M
Non-Disc.$18.4M
Employees7
Clients0
DateMay 2022
Total AUM$163M
Discretionary$144.7M
Non-Disc.$18.4M
Employees7
Clients0
DateFeb 2022
Total AUM$163M
Discretionary$144.7M
Non-Disc.$18.4M
Employees7
Clients0
DateJan 2022
Total AUM$163M
Discretionary$144.7M
Non-Disc.$18.4M
Employees7
Clients0
DateJul 2021
Total AUM$100M
Discretionary$94M
Non-Disc.$6M
Employees6
Clients0
DateMay 2021
Total AUM$100M
Discretionary$94M
Non-Disc.$6M
Employees6
Clients0
DateApr 2021
Total AUM$100M
Discretionary$94M
Non-Disc.$6M
Employees6
Clients0
DateSep 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees7
Clients0
DateAug 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees7
Clients0
DateJul 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees6
Clients0
DateJul 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees6
Clients0
DateJul 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees6
Clients0
DateJun 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees6
Clients0
DateJun 2020
Total AUM$50.2M
Discretionary$42.6M
Non-Disc.$7.6M
Employees6
Clients0
DateMay 2020
Total AUM$28.1M
Discretionary$25M
Non-Disc.$3.2M
Employees5
Clients0
DateApr 2020
Total AUM$28.1M
Discretionary$25M
Non-Disc.$3.2M
Employees5
Clients0
DateFeb 2020
Total AUM$18.8M
Discretionary$17.3M
Non-Disc.$1.5M
Employees4
Clients0
DateJan 2020
Total AUM$18.8M
Discretionary$17.3M
Non-Disc.$1.5M
Employees4
Clients0
DateJan 2020
Total AUM$18.8M
Discretionary$17.3M
Non-Disc.$1.5M
Employees4
Clients0
DateNov 2019
Total AUM$9.8M
Discretionary$9.8M
Non-Disc.$0
Employees4
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0