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The fee is billed in advance.","source":"ADV PART 2A- ALETHEIAN WEALTH ADVISORS LLC, filed 5 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aletheian Wealth Advisors use?","answer":"Aletheian Wealth Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $413M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aletheian Wealth Advisors have?","answer":"Aletheian Wealth Advisors has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aletheian Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Aletheian Wealth Advisors’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 9% U.S. government and agency bonds, 9% state and local bonds, 8% pooled vehicles (private funds and similar) and 5% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aletheian Wealth Advisors?","answer":"Aletheian Wealth Advisors is owned through a trust and a holding company by William Erwert. 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