A complete list of active advisors currently associated with Aletheian Wealth Advisors LLC

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

Aletheian Wealth Advisors is a team-based wealth management firm serving primarily high-net-worth individuals and family clients, providing multi-family office investment management and ongoing family advisory and financial planning for complex or illiquid balance sheets. The firm manages roughly $412 million in client assets with a five-advisor team and coordinates services that include estate and tax planning, philanthropy, and intergenerational wealth transfer. The firm implements tailored Investment Policy Statements and a formalized investment process to centralize asset management and document risk profiles, and it generally operates on a discretionary basis. Portfolios are typically ETF-centric but may include allocations to real estate funds, private equity, hedge funds, venture capital and private placements, and Aletheian may use derivatives, margin and both short- and long-term trading strategies. Notable operational features include a requirement that clients use a specific custodian (Fidelity Brokerage Services LLC) and the availability of a treasury management service intended to maintain a high-liquidity profile. Aletheian also limits its client intake to relationships it can serve on a discretionary basis and emphasizes coordination with outside professionals (attorneys, CPAs) for clients with complicated balance sheets.

To learn more about the advisors currently working at Aletheian Wealth Advisors 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.