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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-05-2019
- Office Locations
- 4
Office Locations
About Aletheian Wealth Advisors LLC
Aletheian Wealth Advisors is a fiduciary multi-family office serving families with complex balance sheets and estate-planning needs. The firm delivers advanced financial planning, comprehensive family office support, and tailored investment management focused on cost reduction and tax efficiency, helping clients define a “family enterprise” and legacy across generations. Based in Bellevue, WA; custody through Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JOSHUA RAY BETTS
Chief Executive Officer, Partner
- CRD
- #5174698
- Ownership
- 25% but less than 50%
RANDY T SIEGEL
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- #4320650
- Ownership
- 25% but less than 50%
Focus ember
North pioneer catalyst
- CRD
- #39956
- Ownership
- 41.9%
Showing 2 of 4 owners & executives
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Sylvia Jane Gilmore
Wealth Advisor
- CRD
- #7210137
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $364,893,716 | $923,782 |
| Non-Discretionary | $47,628,698 | $315,422 |
| Total | $412,522,414 | $755,536 |
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Separately Managed Accounts
Total SMA Asset: $412,522,414
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $533,570,484 | 12.4% |
| Equity - Exchange | $1,071,443,956 | 24.9% |
| Municipal Bonds | $245,270,303 | 5.7% |
| U.S. Government/Agency | $765,931,824 | 17.8% |
| Private Funds | $666,963,105 | 15.5% |
| Cash | $1,019,808,102 | 23.7% |
| Total | $4,302,987,774 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL DELTA UNISON | ATLAS TIMBER | OVGPX6ZPP | PQCLE | 7.07% | $55,449,268 |
| UNISON INSIGHT | VALUE ELEMENT | KSOWOIOGH | KDIK | 0.99% | $64,652,898 |
| SUMMIT UNISON | OPTIMA QUANTUM | KRDKXYXRA | JUSWA | 11.20% | $65,618,633 |
| VITAL EAGLE ELEMENT | BEACON VITAL | JF6DB6S5J | MPRFI | 10.96% | $6,325,676 |
| ALPHA SIGNAL | GLACIER CAPITAL | L23VO4CH4 | HGS | 6.32% | $37,981,973 |
| ALPHA VECTOR | WAVE CATALYST | S6Y0SPC35 | REH | 4.32% | $67,269,016 |
| FRONTIER HARBOR SUMMIT | MOMENTUM HARBOR | P9RJXL1X2 | DZGYS | 2.99% | $46,178,424 |
| FRONTIER ATLAS | QUANTUM VITAL | Y1GPOEELH | LJN | 11.21% | $11,648,769 |