# ALAETHES WEALTH, LLC

ALAETHES WEALTH, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 304920
- Type: SEC-registered investment adviser
- SEC file number: 801-119436
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Mark William Holmlund | TRUSTEE | — |
| Candise Lisa Holmlund | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Cole Theodore Holmlund | TRUSTEE | — |
| HOLMLUND MARK WILLIAM | TRUSTEE | — |
| HOLMLUND CANDISE LISA | CHIEF COMPLIANCE OFFICER; TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304920/similar
- Related entities: https://search.stillhousedata.com/firm/304920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304920

---

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.