Candise Holmlund
Alaethes Wealth · Glenbrook, Nevada
Candise Holmlund is a fee-only financial advisor at Alaethes Wealth in Glenbrook, Nevada, who holds the CFP and CFA credentials. Alaethes Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Alaethes Wealth |
|---|---|
| Based in | Glenbrook, Nevada |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $513.2M across 339 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA, LA, NV, TX · CRD 1319733 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.alaethes.com |
| Profile |
How Candise's firm compares
- Alaethes Wealth's average account is about $1.5 million, from its Form ADV (assets managed divided by 339 accounts).
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Questions about Candise
Is Candise Holmlund a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Candise holds no broker registration, and Alaethes Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Candise charge for financial advice?
Candise's firm, Alaethes Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Candise Holmlund based?
Candise Holmlund is based in Glenbrook, Nevada.
What credentials does Candise Holmlund hold?
Candise Holmlund holds the CFP and CFA credentials.
Is Candise Holmlund registered with the SEC?
Yes. Candise Holmlund is registered as an investment adviser representative in CA, LA, NV and TX (CRD 1319733), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alaethes Wealth manage?
Alaethes Wealth reports $513.2M across 339 accounts in assets under management.
How do I contact Candise Holmlund?
Through Candise's website, www.alaethes.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Nevada
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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