Mark Holmlund
Alaethes Wealth · Glenbrook, Nevada
Mark Holmlund is a fee-only financial advisor at Alaethes Wealth in Glenbrook, Nevada. Alaethes Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Mark →
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 |
| SEC registration | Investment adviser representative in CA, NV · CRD 1414178 |
| Exams passed | Series 63 (1985) · Series 65 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.alaethes.com |
How Mark's firm compares
- Alaethes Wealth's average account is about $1.5 million, from its Form ADV (assets managed divided by 339 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark 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 Mark
Is Mark Holmlund a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark 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 Mark charge for financial advice?
Mark's firm, Alaethes Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Holmlund based?
Mark Holmlund is based in Glenbrook, Nevada.
Is Mark Holmlund registered with the SEC?
Yes. Mark Holmlund is registered as an investment adviser representative in CA and NV (CRD 1414178), 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 Mark Holmlund?
Through Mark'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.
See something wrong? Request a correction. Read our methodology.