Steven Kleyn has been Chief Investment Officer of Aletheian Wealth Advisors since October 2021, 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.
Steve Kleyn is Chief Investment Officer and Partner of Aletheian Wealth Advisors. He leads the team in the development and oversight of investment solutions. For the past 16 years, his focus has been the design and implementation of efficient investment portfolios for families and institutions in public and private markets, and he has managed client assets at regional and national investment advisory firms.
- – present · 4 yearsBellevue, WA · Adviser representative · Firm CRD 304623
Professional designations
Listed by Aletheian Wealth Advisors
- Chartered Financial Analyst (CFA®)
- Chartered Alternative Investment Analyst (CAIA)
- Certificate in Investment Performance Measurement (CIPM)
Investment adviser representative registrations
Steven Kleyn is registered as an investment adviser representative in Washington, since November 2021.
- WashingtonSince 23 November 2021
Examinations
No examinations are on Steven Kleyn’s record.
- CRD
- 7463499
- Firm
- Aletheian Wealth Advisors · CRD 304623
- Role
- Chief Investment Officer
- Office
- 777 108TH AVE NE, SUITE 2250, Bellevue, WA 98004
- Registration
- Investment adviser registration
- In the industry since
- November 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aletheianadvisors.com
Where does Steven Kleyn work?
Steven Kleyn has been Chief Investment Officer of Aletheian Wealth Advisors LLC since October 2021.
Is Steven Kleyn a financial advisor?
Yes. Steven Kleyn has a current investment-adviser registration in Washington, through Aletheian Wealth Advisors since November 2021.
How many years of experience does Steven Kleyn have?
Steven Kleyn has 4 years in the financial industry, since November 2021, across 1 adviser firm.
Where is Steven Kleyn based?
Steven Kleyn’s registered office is in Bellevue, WA.
Is Steven Kleyn registered with FINRA?
No. Steven Kleyn has no current broker registration.
Is Steven Kleyn a CFA charterholder?
Aletheian Wealth Advisors lists Steven Kleyn with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Steven Kleyn’s record?
Search CRD 7463499 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Kleyn’s full registration record.
