# ALETHEIAN WEALTH ADVISORS LLC

ALETHEIAN WEALTH ADVISORS LLC of BELLEVUE, WA is an SEC-registered investment adviser.

## Registration

- CRD: 304623
- Type: SEC-registered investment adviser
- SEC file number: 801-121173
- Location: 777 108TH AVE NE, SUITE 2250, BELLEVUE, WA, 98004
- Phone: 425-458-2840
- Latest filing: 2026-02-05
- Regulatory AUM: $412.5M
- Discretionary AUM: $364.9M
- Non-discretionary AUM: $47.6M
- Clients: 6
- Accounts: 546

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (11)

| Name | Role | Location |
| --- | --- | --- |
| Joshua Ray Betts | CEO | — |
| Randy T Siegel | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER | — |
| William Erwert | OWNER | — |
| Kevin Andrew Erwert | OWNER | — |
| Janine Rutherford | OWNER | — |
| Steven Kleyn | CHIEF INVESTMENT OFFICER | — |
| BETTS JOSHUA RAY | CEO | — |
| SIEGEL RANDY T | CHIEF OPERATING OFFICER & CHIEF COMPLIANCE OFFICER; MANAGING MEMBER, CHIEF FIDUCIARY OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Erwert William | OWNER | — |
| Erwert Kevin Andrew | OWNER | — |
| Rutherford Janine | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304623/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304623/similar
- Related entities: https://search.stillhousedata.com/firm/304623/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304623

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.