Aletheian Wealth Advisors
Investment Management • 
Bellevue, Washington, United States • 1-10 Employees
Company overview
| Headquarters | 777 108th Ave NE, Suite 2250, Bellevue, Washington 98004, US |
| Phone number | +14254582840 |
| Website | |
| NAICS | 5231 |
| Founded | 2019 |
| Employees | 1-10 |
| Socials |
Key Contacts at Aletheian Wealth Advisors
Josh Betts
Founder | Ceo | Managing Partner
Kevin Erwert
Co-Founder & Lead Advisor - Aletheian Wealth Advisors
Aletheian Wealth Advisors Email Formats
Aletheian Wealth Advisors uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@aletheianadvisors.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@aletheianadvisors.com | 66.7% |
{first name}{last name} | johndoe@aletheianadvisors.com | 33.3% |
About Aletheian Wealth Advisors
Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs. How We Serve: We put you first, always. We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that. Why Aletheian: You will benefit from the highest level of advanced wealth planning and intelligent investment management. We help clients conceptualize the notion of a “family enterprise,” and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations. We take your complexity and stress, replacing it with clarity, confidence, and peace of mind. o Advanced Financial Planning - We are purposefully built to serve families with complex balance sheets and multi-generational needs. o Smart, Tailored Investment Management - We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax effficiency. We maximize what is available to you and the people and causes you care about. o Comprehensive Family Office Services - We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.
Aletheian Wealth Advisors revenue & valuation
| Annual revenue | $855,550 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $2,800,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Aletheian Wealth Advisors has 5 employees across 4 departments.
Departments
Number of employees
Funding Data
Aletheian Wealth Advisors has never raised funding before.
Aletheian Wealth Advisors Tech Stack
Discover the technologies and tools that power Aletheian Wealth Advisors's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Security
JavaScript libraries
CMS
Maps
JavaScript libraries
Programming languages
Security
Widgets
Analytics
JavaScript libraries
Netherlands
Panama
United Kingdom
Ireland
Frequently asked questions
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