Aletheian Wealth Advisors

Aletheian Wealth Advisors

Aletheian Wealth Advisors was established in 2019 by Joshua Betts and Randy Siegel. Both founders arrived with experience from prior advisory roles at firms including Cornerstone Advisors and Charles Schwab. The multi-family office serves several families through estate planning, investment management, and fiduciary oversight rather than originating from one operating-company exit. The firm allocates across public equities, fixed income, private equity, and real estate. Confirmed holdings include positions in Procter & Gamble and Coinbase Global as of late 2025. It maintains exposure through ETFs such as ITOT, BND, and VEA while also accessing private markets via fund commitments and direct co-investments. Geographic reach covers North America and Europe. The office holds an active lease at the Symetra Center in Bellevue. Aletheian employs an internal team that includes Chief Investment Officer Steven Kleyn and Lead Advisor Kevin Erwert. The firm reported recognition in January 2025 on InvestmentNews' list of fastest-growing fee-only RIAs based on growth from July 2021 to July 2024. It maintains relationships with custodians Charles Schwab and Fidelity Investments. Several principals serve on boards or councils at Fred Hutch, Bellevue Christian School, and Overlake Foundation. The multi-family structure allows Aletheian to aggregate capital from unrelated families into shared vehicles while preserving separate governance for each client. This setup supports both fund-of-funds commitments and direct co-investments without the concentration risk typical of single-family offices.