Aletheian Wealth Advisors LLC

Joshua Betts is a CFP® and CFA® with 13 years of industry experience. He has been with Aletheian Wealth Advisors LLC since 2019 and previously worked at Cornerstone Advisors, Inc., Charles Schwab, and Windhaven Investment Management. Aletheian Wealth Advisors is a team-based firm serving primarily high-net-worth individuals and families, offering multi-family office investment management and comprehensive financial planning for complex or illiquid balance sheets. The firm manages approximately $412 million in client assets and employs a disciplined, discretionary investment process that includes diversified portfolio strategies and coordination with outside professionals.

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.

Sylvia Gilmore is a financial advisor at Aletheian Wealth Advisors LLC with six years of industry experience. She holds a Series 65 designation and previously worked at Cornerstone Advisors Inc. before joining Aletheian Wealth Advisors in 2019. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services tailored to complex and often illiquid balance sheets. The firm employs a combination of fundamental, quantitative, and modern portfolio theory analyses, offering diversified portfolios that include public and private market investments alongside coordinated collaboration with clients’ tax, legal, and philanthropic advisors.

Randy Siegel is a CFP® with 20 years of industry experience, currently serving as an advisor at Aletheian Wealth Advisors LLC since 2019. He previously worked at Cornerstone Advisors, Inc. from 2016 to 2019. In addition to his advisory work, he is a principal at RT Siegel Consulting, providing litigation consulting related to investment management by fiduciaries. Aletheian Wealth Advisors is a team-based firm focused on high-net-worth individuals and families, offering multi-family office investment management and comprehensive financial planning for complex or illiquid balance sheets. The firm employs a formalized investment process with discretionary management, typically using ETF-centric portfolios alongside alternative investments, and emphasizes coordination with outside professionals for clients with sophisticated needs.

Steven Kleyn is a CFA® charterholder with four years of industry experience. He has worked at Aletheian Wealth Advisors LLC since 2021 and previously held positions at Pathstone, Cornerstone Advisors, Inc., and Parametric. Aletheian Wealth Advisors serves high-net-worth individuals and families, providing discretionary investment management and multi-family office services that address complex and often illiquid balance sheets. The firm combines fundamental, quantitative, and modern portfolio theory analysis, offering tailored portfolios that include public and private market investments along with structured family advisory.