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ALAETHES WEALTH, LLC
CRD 304920File 801-119436
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$526.4M
Above cohort median (national)
Discretionary AUM
$504.0M
Non-discretionary $22.4M
Clients
102
328 accounts
Employees
3
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 11, 2020
- Principal office
- Not reported
- Phone
- 858-735-9685
- Website
- http://www.alaethes.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $526.4M
- Discretionary AUM
- $504.0M
- Non-discretionary AUM
- $22.4M
- Discretionary accounts
- 324
- Non-discretionary accounts
- 4
- Total accounts
- 328
- AUM per client
- $5.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 2 | $1.5M |
| High net worth individuals | 81 | $516.2M |
| Pension and profit sharing plans | 2 | $2.9M |
| Individuals (other than high net worth individuals) | 17 | $5.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.