# Aletheian Wealth Advisors

Aletheian Wealth Advisors is a Multi Family Office based in Bellevue, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Bellevue, United States
- **Region:** North America
- **Address:** 777 108th Ave NE, Suite 2250, Bellevue, WA 98004
- **Founded:** 2019
- **Assets under management:** 413 (Altss estimate)
- **Website:** aletheianadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/aletheian

## Regulatory record

- **CRD number:** 304623
- **SEC file number:** 801-121173
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-02-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304623

## About

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.

## Sectors

- Private Equity
- Healthcare Services
- Media & Entertainment
- Energy Transition & Renewables
- Data Analytics

## People

- Joshua Betts — CEO and Founding Partner
- Randy T. Siegel — COO, CCO, and Founding Partner
- Steven Kleyn — Chief Investment Officer and Partner
- Kevin Andrew Erwert — Owner and Investment Adviser

## Questions

### Who runs investment decisions at Aletheian Wealth Advisors?

Steven Kleyn serves as Chief Investment Officer and Partner. Joshua Betts and Randy Siegel set overall direction as founding partners.

### Does Aletheian Wealth Advisors participate in fund commitments or only direct deals?

The firm uses both fund commitments and direct co-investments. It also holds listed private equity exposure through ETFs such as PSP.

### What asset classes does Aletheian Wealth Advisors allocate to?

Allocations include public equities, fixed income, private equity, real estate ETFs, and gold exposure. Public positions include Procter & Gamble and Coinbase Global.

### Where does Aletheian Wealth Advisors maintain geographic exposure?

The firm focuses on North America and Europe. Its headquarters sits in Bellevue, Washington.

### What recent operational milestone has Aletheian Wealth Advisors recorded?

In January 2025 the firm appeared on InvestmentNews' Fastest-Growing Fee-Only RIAs list for growth between July 2021 and July 2024.

## Related profiles

- [Oost NL](https://altss.com/profile/oost-nl)
- [Salem Partners Private Wealth](https://altss.com/profile/salem-partners-private-wealth)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aletheian-wealth-advisors

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology