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Kevin E
CFP®
Bellevue, WA
Aletheian Wealth Advisors LLC
Kevin Erwert is a CFP® professional with 13 years of experience in financial advising. He has worked at Aletheian Wealth Advisors LLC since 2019 and previously held roles at Vestory and Cornerstone Advisors. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services for complex, often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analysis, emphasizing ETFs and alternative investments, and collaborates closely with clients’ tax, legal, and philanthropic advisors.
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