A
$526.4M Total AUM
$504.0M Disc. AUM
22.3% 3Y CAGR
3 Employees
103 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-05-2019
- Office Locations
- 1
Office Locations
-- Rancho Santa FE CA
About Alaethes Wealth, LLC
Alaethes Wealth, LLC is a Glenbrook-based RIA. The firm has been operating for 6 years. Managing $526.4M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
-- AVG AGE
$175.5M AVG AUM / ADVISOR
$5.1M AVG AUM / CLIENT
6.6 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
6yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
CANDISE LISA HOLMLUND
Chief Compliance Officer, President
- CRD
- #1319733
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
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C
COLE THEODORE HOLMLUND
--
- CRD
- #6908341
Available
Available
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MARK WILLIAM HOLMLUND
Owner
- CRD
- #1414178
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $503,983,877 | $1,555,506 |
| Non-Discretionary | $22,446,973 | $5,611,743 |
| Total | $526,430,850 | $1,604,972 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
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Available Equity - OTC:
Available Municipal Bonds:
Available Private Funds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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