Joshua Betts has been CEO of Aletheian Wealth Advisors since May 2019, is a control person of the firm and directly owns between 25% and 50% of it.
Aletheian Wealth Advisors LLC is a Bellevue, WA firm with $413M under management, 137 clients and 5 advisers across 3 offices, as of its February 2026 filing.
Josh Betts is Chief Executive Officer and Managing Partner of Aletheian Wealth Advisors. He is the CEO and founding partner, focused on guiding families with financial complexity to create lasting legacies. He has spent his career in investing, including managing client assets in tax-smart vehicles.
Joshua Betts’ longest registration is the current one, 7 years at Aletheian Wealth Advisors since 2019. Before joining Aletheian Wealth Advisors in 2019, Joshua Betts was registered through Cornerstone Advisors Inc and Charles Schwab & Co., Inc.
- – present · 7 yearsBellevue, WA · Adviser representative · Firm CRD 304623
- Cornerstone Advisors Inc– · 2 yearsBellevue, WA · Adviser representative · Firm CRD 110908
- Charles Schwab & Co., Inc.– · under a yearSeattle, WA · Adviser representative · Firm CRD 5393
- Windhaven Investment Management, Inc.– · 1 yearBellvue, WA · Adviser representative · Firm CRD 155138
Professional designations
Listed by Aletheian Wealth Advisors
- Chartered Financial Analyst (CFA®)
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Joshua Betts is registered as an investment adviser representative in Washington, since August 2019.
- WashingtonSince 27 August 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 10 November 2015 |
| Series 7 | General Securities Representative Examination | 4 November 2015 |
| Series 66 | Uniform Combined State Law Examination | 2 July 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Joshua Ray Betts
- CRD
- 5174698
- Firm
- Aletheian Wealth Advisors · CRD 304623
- Role
- CEO
- Office
- 777 108TH AVE NE, SUITE 2250, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aletheianadvisors.com
Where does Joshua Betts work?
Joshua Betts has been CEO of Aletheian Wealth Advisors LLC since May 2019, and is a control person of the firm.
Is Joshua Betts a financial advisor?
Yes. Joshua Betts has a current investment-adviser registration in Washington, through Aletheian Wealth Advisors since August 2019.
How many years of experience does Joshua Betts have?
Joshua Betts has 11 years in the financial industry, since April 2015, across 4 adviser firms.
What exams has Joshua Betts passed?
Joshua Betts has passed 3 licensing exams: the Series 66, Series 7 and Series 63. The earliest, the Series 66, was passed in July 2007. FINRA credited Joshua Betts with the SIE, which began in October 2018.
Where did Joshua Betts work before Aletheian Wealth Advisors?
Before Aletheian Wealth Advisors, Joshua Betts was registered through Cornerstone Advisors Inc, March 2016 to January 2019; Charles Schwab & Co., Inc., November 2015 to March 2016; Windhaven Investment Management, Inc., August 2014 to October 2015.
Where is Joshua Betts based?
Joshua Betts’ registered office is in Bellevue, WA.
Is Joshua Betts registered with FINRA?
No. Joshua Betts has no current broker registration.
Is Joshua Betts a CFP?
Aletheian Wealth Advisors lists Joshua Betts with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Joshua Betts a CFA charterholder?
Aletheian Wealth Advisors lists Joshua Betts with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Joshua Betts’ record?
Search CRD 5174698 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Joshua Betts’ full registration record.
