Kevin Erwert has been Owner of Aletheian Wealth Advisors since May 2019, is not listed as a control person, but directly owns between 5% and 10% of the firm.
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.
Kevin Erwert’s longest registration is the current one, 7 years at Aletheian Wealth Advisors since 2019. Before joining Aletheian Wealth Advisors in 2019, Kevin Erwert was registered through Vestory, LLC and Cornerstone Advisors Inc.
- – present · 7 yearsBellevue, WA · Adviser representative · Firm CRD 304623
- Vestory, LLC– · under a yearBellevue, WA · Adviser representative · Firm CRD 151858
- Cornerstone Advisors Inc– · 6 yearsBellevue, WA · Adviser representative · Firm CRD 110908
Investment adviser representative registrations
Kevin Erwert is registered as an investment adviser representative in 2 states. The first approvals date from August 2019; the most recent is Texas, in December 2021.
- TexasSince 9 December 2021
- WashingtonSince 5 August 2019
Examinations
No examinations are on Kevin Erwert’s record.
- Full name
- Kevin Andrew Erwert
- CRD
- 6005801
- Firm
- Aletheian Wealth Advisors · CRD 304623
- Role
- Owner
- Office
- 10655 NE 4th Street, #312, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- April 2012
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Erwert work?
Kevin Erwert has been Owner of Aletheian Wealth Advisors LLC since May 2019.
Is Kevin Erwert a financial advisor?
Yes. Kevin Erwert has a current investment-adviser registration in Texas and Washington, through Aletheian Wealth Advisors since August 2019.
How many years of experience does Kevin Erwert have?
Kevin Erwert has 14 years in the financial industry, since April 2012, across 3 adviser firms.
Where did Kevin Erwert work before Aletheian Wealth Advisors?
Before Aletheian Wealth Advisors, Kevin Erwert was registered through Vestory, LLC, August 2018 to May 2019; Cornerstone Advisors Inc, January 2012 to August 2018.
Where is Kevin Erwert based?
Kevin Erwert’s registered office is in Bellevue, WA.
Is Kevin Erwert registered with FINRA?
No. Kevin Erwert has no current broker registration.
How can I verify Kevin Erwert’s record?
Search CRD 6005801 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Erwert’s full registration record.
