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 manages approximately $510 million for individuals, high‑net‑worth clients, business entities, and qualified retirement plans, providing discretionary and non‑discretionary asset management, assets‑held‑away guidance, and ERISA plan services. The firm also offers financial planning and consulting to asset‑management clients without charging an additional fee. Investment programs are tailored to each client’s goals, time horizon, and risk tolerance, and may employ long‑ and short‑term purchases, trading, options strategies, and multiple methods of analysis (fundamental, technical, charting, cyclical and quantitative); accounts are reviewed at least quarterly for rebalancing and tax‑loss harvesting. Alaethes typically manages accounts with discretionary authority but documents client restrictions and will obtain prior approval for transactions when clients choose non‑discretionary service. Noteworthy distinctions include a $3,000,000 account minimum that indicates a focus toward wealthier households and a formal ERISA practice that can serve as either a limited 3(21) advisor or a fully discretionary 3(38) investment manager for plan sponsors. The firm also conducts paid public seminars and workshops ($125 for books and materials), an educational offering that is uncommon among peers.

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.