Bellevue, WA 108th Ave NE Office

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.