ALAETHES WEALTH, LLC

ALAETHES WEALTH, LLC is an SEC-registered investment adviser (CRD 304920). Regulatory assets under management: $526.4M.

Registration

• CRD: 304920
• SEC file number: 801-119436
• Type: Registered investment adviser
• Phone: 858-735-9685
• Latest filing: 2026-06-08
• Regulatory AUM: $526.4M
• Discretionary AUM: $504.0M
• Non-discretionary AUM: $22.4M
• Clients: 3
• Accounts: 328

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (5)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 304920 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search