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Chief Investment Officer · Aletheian Wealth Advisors LLC

Steven Kleyn

CRD 7463499 · Named on Form ADV at one SEC-registered adviser

At a glance

Aletheian Wealth Advisors LLC, an SEC-registered wealth manager based in Bellevue, WA with $413 million in regulatory assets, lists Steven Kleyn on its Form ADV as Chief Investment Officer.

Firms and roles

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Steven’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Steven’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.