ALETHEIAN WEALTH ADVISORS LLC of BELLEVUE, WA is an SEC-registered investment adviser (CRD 304623). Regulatory assets under management: $412.5M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |