Insights

Niche Market Focus Aletheian Wealth Advisors specializes in serving families with complex estate planning and multi-generational wealth management needs, positioning it as a premium boutique firm catering to high-net-worth families seeking personalized and comprehensive financial solutions.

Technology Utilization The company's tech stack includes cloud services like AWS and industry-standard tools such as Drupal and PHP, indicating potential opportunities to offer advanced digital solutions or partnerships that enhance client experiences and operational efficiency.

Growth Potential With revenue estimates between 10 to 25 million dollars and a small team of 2-10 employees, Aletheian is positioned for strategic expansion, offering prospects for scaled services, strategic partnerships, or wealth management technology integrations.

Competitive Landscape Operating in a market with giants like Fidelity and Charles Schwab suggests opportunities to differentiate through personalized service, transparency, and tailored estate planning, appealing to clients dissatisfied with the larger firms' impersonal approaches.

Market Niche Opportunities Focusing on multi-generational estate and wealth management, there is scope for introducing specialized financial planning tools, family governance consulting, or legacy planning services that align with the firm’s mission to establish long-lasting family enterprises.

Aletheian Wealth Advisors Tech Stack

Aletheian Wealth Advisors uses 8 technology products and services including Amazon Web Services, jsDelivr, Drupal, and more. Explore Aletheian Wealth Advisors's tech stack below.

  • Amazon Web Services
    Cloud Hosting
  • jsDelivr
    Content Delivery Network
  • Drupal
    Content Management System
  • Underscore.js
    Javascript Libraries
  • Pikaday
    Javascript Libraries
  • PHP
    Programming Languages
  • X-XSS-Protection
    Security
  • GoDaddy
    Web Hosting

Media & News

Aletheian Wealth Advisors's Email Address Formats

Aletheian Wealth Advisors uses at least 1 format(s):
Aletheian Wealth Advisors Email FormatsExamplePercentage
FLast@aletheianadvisors.comJDoe@aletheianadvisors.com
46%
FMiddleLast@aletheianadvisors.comJMichaelDoe@aletheianadvisors.com
4%
FLast@aletheianadvisors.comJDoe@aletheianadvisors.com
46%
FMiddleLast@aletheianadvisors.comJMichaelDoe@aletheianadvisors.com
4%

Frequently Asked Questions

Where is Aletheian Wealth Advisors's headquarters located?

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Aletheian Wealth Advisors's main headquarters is located at 777 108th Avenue Northeast, Suite 2250. The company has employees across 1 continents, including North America.

What is Aletheian Wealth Advisors's official website and social media links?

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Aletheian Wealth Advisors's official website is aletheianadvisors.com and has social profiles on LinkedIn.

What is Aletheian Wealth Advisors's NAICS code?

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Aletheian Wealth Advisors's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Aletheian Wealth Advisors have currently?

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As of December 2025, Aletheian Wealth Advisors has approximately 10 employees across 1 continents, including North America. Key team members include Lead Advisor And Founding Partner - Aletheian Wealth Advisors: K. E.Lead Advisor And Partner: S. H.Intern: O. B.. Explore Aletheian Wealth Advisors's employee directory with LeadIQ.

What industry does Aletheian Wealth Advisors belong to?

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Aletheian Wealth Advisors operates in the Investment Management industry.

What technology does Aletheian Wealth Advisors use?

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Aletheian Wealth Advisors's tech stack includes Amazon Web ServicesjsDelivrDrupalUnderscore.jsPikadayPHPX-XSS-ProtectionGoDaddy.

What is Aletheian Wealth Advisors's email format?

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Aletheian Wealth Advisors's email format typically follows the pattern of FLast@aletheianadvisors.com. Find more Aletheian Wealth Advisors email formats with LeadIQ.

When was Aletheian Wealth Advisors founded?

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Aletheian Wealth Advisors was founded in 2019.

Aletheian Wealth Advisors

Investment ManagementWashington, United States2-10 Employees

Our Story: We created Aletheian Wealth Advisors to best serve families with the most complex estate planning and asset management needs.

How We Serve: We put you first, always.  We are a multi-family office model that serves as a fiduciary with truth and transparency in an industry not always known for that.

Why Aletheian: You will benefit from the highest level of advanced wealth planning and intelligent investment management.

We help clients conceptualize the notion of a “family enterprise,” and guide you to create a lasting legacy that defines your personal values, mission, and vision for coming generations.  We take your complexity and stress, replacing it with clarity, confidence, and peace of mind.

o	Advanced Financial Planning - We are purposefully built to serve families with complex balance sheets and multi-generational needs.

o	Smart, Tailored Investment Management - We invest your capital as intelligently as possible, with a focus on lowering costs and increasing tax effficiency.  We maximize what is available to you and the people and causes you care about.

o	Comprehensive Family Office Services - We set ourselves apart as trusted advisors who look out for your family in all aspects of your financial life.

Section iconCompany Overview

Headquarters
777 108th Avenue Northeast, Suite 2250
NAICS Code
5239 - Other Financial Investment Activities
Founded
2019
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Aletheian Wealth Advisors's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Aletheian Wealth Advisors's revenue is estimated to be in the range of $10M$25M

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