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Aletheian Wealth Advisors LLC financial advisors in Washington
Every SEC-registered investment adviser representative at a Aletheian Wealth Advisors LLC office in Washington, by city and A to Z.
The short answer
4 registered advisors work at Aletheian Wealth Advisors LLC in Washington, out of 5 nationwide; it's the firm's number 1 state by advisors, and the most are in Bellevue (4). 2 list the CFP designation and 0 are also registered broker representatives.
Aletheian Wealth Advisors LLC advisors by city in Washington
Every firm in Washington →Aletheian Wealth Advisors LLC advisors in Washington, A to Z
Search by name →- Joshua R. BettsBellevue · Certified Financial Planner, Chartered Financial Analyst
- Kevin A. ErwertBellevue · Certified Financial Planner
- Sylvia J. GilmoreBellevue
- Steven KleynBellevue · Chartered Financial Analyst
Aletheian Wealth Advisors LLC advisors in every state →Aletheian Wealth Advisors LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Aletheian Wealth Advisors LLC financial advisors are in Washington?
4 investment adviser representatives are registered at Aletheian Wealth Advisors LLC offices in Washington, according to the SEC's Investment Adviser Public Disclosure records, out of 5 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Where in Washington does Aletheian Wealth Advisors LLC have the most advisors?
Bellevue, with 4. Aletheian Wealth Advisors LLC has advisors in 1 city in Washington.
How do I check a Aletheian Wealth Advisors LLC advisor in Washington?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Aletheian Wealth Advisors LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.