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| Alaethes Wealth LLC
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|---|---|
| CRD # | 304920 |
| SEC # | 801-119436 |
| CIK # | 0001859677 |
| AUM | 526.4 M (2026-06-08) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 858-735-9685 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001859677 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 13.4 | ||
| Nvidia Corp | 12.2 | ||
| Alphabet Inc | 9.0 | ||
| Amazon Com Inc | 8.8 | ||
| SPDR Gold Trust | 8.3 | ||
| Microsoft Corp | 7.7 | ||
| Broadcom Inc | 7.5 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 6.1 | ||
| ASML Holding NV | 5.3 | ||
| Arista Networks Inc | 5.2 | ||
| Applied Materials Inc /DE | 4.9 | ||
| Facebook Inc | 4.4 | ||
| Williams Companies Inc | 4.0 | ||
| Lilly Eli & Co | 3.9 | ||
| Caterpillar Inc | 3.9 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Chevron Corp | 3.7 | ||
| iShares Comex Gold Trust | 3.5 | ||
| Morgan Stanley | 3.4 | ||
| Kinder Morgan Inc | 3.2 | ||
| Cheniere Energy Inc | 3.2 | ||
| CBOE Holdings Inc | 3.0 | ||
| Palo Alto Networks Inc | 2.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 5.8 |
| (b) Individuals (high net worth individuals) | 81 | 516.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 2.9 |
| (h) Charitable organizations | 2 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 328 | 526.4 |
| By Discretionary | ||
| Discretionary | 324 | 504.0 |
| Non-Discretionary | 4 | 22.4 |
| Total | 328 | 526.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 526.4 | |
| Total | 328 | 526.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001859677] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consultiva Wealth Management Corp
✚
|
PR | 532.7 M |
|
White Pine Investment Company
✚
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Titan Retirement Advisors LLC
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Trinity Portfolio Advisors LLC
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Northern Capital Management Inc
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Retirement Wellness Group LLC
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Park Edge Advisors LLC
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OH | 522.5 M |
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Kingdom Financial Group LLC
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AZ | 520.9 M |
|
Zuraw Financial Advisors LLC
✚
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NC | 519.9 M |