Aletheian Wealth Advisors
Aletheian Wealth Advisors LLC is a multi-family office headquartered in Bellevue. Founded in 2019 by investment-management executives Joshua Betts and Randy Siegel, the firm grew out of their careers advising high-net-worth families and institutions rather...
Aletheian Wealth Advisors
Aletheian Wealth Advisors LLC is a multi-family office headquartered in Bellevue. Founded in 2019 by investment-management executives Joshua Betts and Randy Siegel, the firm grew out of their careers advising high-net-worth families and institutions rather than a single operating-company liquidity event. It offers integrated planning, tax-efficient portfolio construction, and governance services for multiple affluent families—helping steward multigenerational capital.
General information
Firm type
Multi Family Office
Year founded
2019
AUM
—
Location
Region
North America
Country
—
City
Bellevue
Corporate office
—
Frequently asked questions
What is Aletheian Wealth Advisors?
Aletheian Wealth Advisors is a multi family office headquartered in Bellevue.
When was Aletheian Wealth Advisors founded?
Aletheian Wealth Advisors was founded in 2019.
Where is Aletheian Wealth Advisors headquartered?
Aletheian Wealth Advisors is headquartered in Bellevue, in the North America region.
What does Altss track for Aletheian Wealth Advisors?
Altss maintains an OSINT-verified profile of Aletheian Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Aletheian Wealth Advisors's website?
Aletheian Wealth Advisors's public website is www.aletheianadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Aletheian Wealth Advisors?
Aletheian Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Aletheian Wealth Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Aletheian Wealth Advisors?
Aletheian Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: