Alaethes Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$508,648,816
Clients
99
Advisors
3
of 3 employees
About
Alaethes Wealth, LLC provides discretionary and non‑discretionary asset management, integrated financial planning, and retirement plan (ERISA 3(21)/3(38)) services to individuals, high‑net‑worth clients, and plan sponsors. The firm reports managing just over $500 million across roughly 99 client relationships and also offers ongoing strategic advisory engagements for complex family, trust, business, and real estate circumstances.
The firm’s investment process draws on a mix of fundamental, technical, quantitative, charting, and cyclical analysis and can include long‑ and short‑term positions, options strategies, and selective participation in initial public offerings. Client accounts are monitored on a regular schedule with quarterly reviews and recommendations for asset allocation, rebalancing, tax‑loss harvesting, and advice on assets held away.
Noteworthy aspects include a public education program of seminars and workshops and an explicit capability to access IPOs, both highlighted in the firm brochure. Alaethes is family‑owned and operates with a relatively compact advisory team managing a large asset base, and it offers a separate flat‑fee strategic advisory service focused on coordination among clients’ external professional advisers.
Client services
Expertise
Occupation focus
Fee options
$25,000 to $100,000 per year for ongoing strategic advisory services
$0 - $10,000,000: 0.75% annually $10,000,001 - $20,000,000: 0.50% annually $20,000,001+: 0.25% annually
Account minimum: $3,000,000
Main office
Glenbrook NV
Advisors at this office
3
Most active in
California · Louisiana · Nevada · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Mark H
Series 63, Series 65
Glenbrook, NV
Alaethes Wealth, LLC
Mark Holmlund is a financial advisor at Alaethes Wealth, LLC, holding Series 63 and Series 65 licenses with seven years of industry experience. He has worked at Alaethes Wealth since 2019, following five years as a student. Alaethes Wealth, LLC serves individuals, high-net-worth clients, and plan sponsors with discretionary and non-discretionary asset management, financial planning, and retirement plan services. The firm manages over $500 million across about 99 client relationships, employing a diverse investment approach that includes fundamental, technical, quantitative, and cyclical analysis, along with options strategies and IPO access.
Cole H
Series 63, Series 65
Glenbrook, NV
Alaethes Wealth, LLC
Cole Holmlund is a financial advisor at Alaethes Wealth, LLC with six years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Sanford C. Bernstein & Co., LLC and Morgan Stanley. Alaethes Wealth, LLC offers discretionary and non-discretionary asset management, integrated financial planning, and retirement plan services to individuals, high-net-worth clients, and plan sponsors. The firm manages just over $500 million across approximately 99 client relationships and employs a diverse investment approach that includes fundamental, technical, quantitative, and cyclical analysis, along with access to IPOs and ongoing strategic advisory engagements.
Candise H
CFP®, CFA®, Series 63
Glenbrook, NV
Alaethes Wealth, LLC
Candise Holmlund is a CFP® and CFA® with 24 years of industry experience. She has worked at Alaethes Wealth, LLC since 2019 and spent 16 years at Weatherly Asset Management, L.P. prior to that. Alaethes Wealth, LLC provides asset management, integrated financial planning, and retirement plan services to individuals, high-net-worth clients, and plan sponsors. The firm uses a diverse investment approach including fundamental, technical, quantitative, and cyclical analysis, and offers services such as IPO access and strategic advisory engagements for complex financial situations.
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