Alaethes Wealth, LLC
Firm details
- Headquarters
- ,
- CRD number
- 304920
- Registered since
- September 11, 2020
- Website
- alaethes.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., MORNINGSTART
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.06%
- Individuals1.1%
- Pension & Profit Sharing Plans0.55%
- Charitable Organizations0.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Alaethes Wealth, LLC is an independent registered investment adviser formed in 2020 that serves both individual/family and institutional clients. The firm charges fees based on a percentage of assets under management and on fixed-fee arrangements, and its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. The firm is not identified as a capital allocator and does not self-identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds13%
- Cash & Cash Equivalents4%
- US Government Bonds3%
- Non-Exchange Traded Equities2%
Contacts
3 of 3Mark Holmlund
Investment Advisor RepresentativeCRD 1414178
Cole Holmlund
Investment Advisor RepresentativeCRD 6908341
Candise Holmlund
Founder & PresidentCRD 1319733
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$89.9M in ETFs
45%
$40.2M
42%
$49.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD CORE BOND ETF (VCRB) | Vanguard | Active | Intermediate Core Bond | $35M | 452,682 | 38.87% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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