Joshua Betts
Aletheian Wealth Advisors · Bellevue, Washington
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.
Request an introduction to Joshua →
Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aletheian Wealth Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $412.5M across 546 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in WA · CRD 5174698 |
| Exams passed | Series 63 (2015) · Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aletheianadvisors.com |
| Profile |
How Joshua's firm compares
- Aletheian Wealth Advisors's average account is about $756,000, from its Form ADV (assets managed divided by 546 accounts).
Request an introduction to Joshua
Tell Joshua a little about what you're looking for. Joshua isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joshua
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Aletheian Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.