Aletheian Wealth Advisors Llc
- Regulatory AUM
- $413M
- Discretionary
- $365M
- Clients
- 137
- Avg AUM / client
- $3.0M
- Accounts
- 546
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 36 | $16.6M | 4.03% |
| High net worth individuals | 69 | $392M | 95.0% |
| Charitable organizations | 32 | $3.8M | 0.93% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Erwert, William | Owner | May 2019 (7y) | ≈ 2.5% – 7.5% via Horseshoe Acres, Llc | |
| Joshua Ray Betts | Ceo | CFP CFA | May 2019 (7y) | 25% – 50% |
| Kevin Andrew Erwert | Owner | CFP | May 2019 (7y) | 5% – 10% |
| Randy T Siegel | Chief Operating Officer & Chief Compliance Officer | CFP | May 2019 (7y) | 25% – 50% |
| Rutherford, Janine | Owner | May 2023 (3y) | GP / trustee / elected manager of Rutherford Marital Trust (indirect) | |
| Sylvia Jane Gilmore | Registered representative | Feb 2020 (6y) | ||
| Steven Kleyn | Registered representative | CFA | Nov 2021 (5y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Horseshoe Acres, Llc | Owner | Jan 2024 | A | 5% – 10% |
| Rutherford Marital Trust | Owner | Jan 2024 | A | 5% – 10% |
Undisclosed: 0% – 35% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Erwert, William: 50% – 75% of Horseshoe Acres, Llc × 5% – 10% direct ≈ 2.5% – 7.5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 958 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Fidelity Brokerage Services $413M (100% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗