# Joshua Betts

> Joshua Betts is a fee-only financial advisor at Aletheian Wealth Advisors in Bellevue, Washington, who holds the CFP and CFA credentials. Joshua focuses on estate & legacy planning and family wealth transfer. Aletheian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/joshua-betts/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aletheian Wealth Advisors
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $412.5M across 546 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5174698 (https://adviserinfo.sec.gov/individual/summary/5174698)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 63 (2015), Series 66 (2007)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.aletheianadvisors.com

## Frequently asked questions

### Is Joshua Betts a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Aletheian Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Joshua charge for financial advice?

Joshua's firm, Aletheian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Joshua Betts based?

Joshua Betts is based in Bellevue, Washington.

### What does Joshua specialize in?

Joshua's specialties include estate & legacy planning and family wealth transfer. Joshua works with multi-generational families.

### What credentials does Joshua Betts hold?

Joshua Betts holds the CFP and CFA credentials.

### Is Joshua Betts registered with the SEC?

Yes. Joshua Betts is registered as an investment adviser representative in WA (CRD 5174698), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aletheian Wealth Advisors manage?

Aletheian Wealth Advisors reports $412.5M across 546 accounts in assets under management.

### How do I contact Joshua Betts?

Through Joshua's website, www.aletheianadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5174698): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.aletheianadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.