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| Aletheian Wealth Advisors LLC
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| |
|---|---|
| CRD # | 304623 |
| SEC # | 801-121173 |
| CIK # | 0001922281 |
| AUM | $350.0 MM (2024-02-13) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 425-458-2840 |
| Address | 777 108th Ave NE Bellevue, WA 98004 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 5.9 | |
| NVDA | 399,550.0 | 5.7 | |
| AMZN | 1,092,997.8 | 3.4 | |
| AAPL | 2,382,844.0 | 3.3 | |
| GOOGL | 1,475,138.5 | 3.1 | |
| META | 434,852.0 | 3.0 | |
| COIN | 13,404.0 | 2.7 | |
| COST | 207,576.9 | 1.7 | |
| ORCL | 182,760.6 | 1.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 23.7 |
| (b) Individuals (high net worth individuals) | 53 | 326.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 543 | 350.0 |
| By Discretionary | ||
| Discretionary | 373 | 280.3 |
| Non-Discretionary | 170 | 69.8 |
| Total | 543 | 350.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 350.0 | |
| Total | 543 | 350.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001922281] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Family Financial Solutions Group LLC
✚
|
CO | 0.4 |
|
Mullooly Asset Management Inc
✚
|
NJ | 0.4 |
|
Keystone Financial Planning Inc
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|
OH | 0.4 |
|
Crowley Wealth Management Inc
✚
|
DE | 0.4 |
|
Lincoln Capital Corporation
✚
|
RI | 0.3 |
|
Members Advisory Group LLC
✚
|
NY | 0.3 |
|
Brian D Lowder Inc
✚
|
CA | 0.3 |
|
in on Capital Advisors LLC
✚
|
FL | 0.3 |
|
Client 1st Advisory Group LLC
✚
|
FL | 0.3 |
|
Hardin Capital Partners LLC
✚
|
SC | 0.3 |