A complete list of active advisors currently associated with Alaethes Wealth, LLC

Warmer can help you find a great advisor at Alaethes Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Alaethes Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.