Steven Kleyn
Aletheian Wealth Advisors · Bellevue, Washington
Steven Kleyn is a fee-only financial advisor at Aletheian Wealth Advisors in Bellevue, Washington, who holds the CFA credential. Steven 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.
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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 | CFA |
| SEC registration | Investment adviser representative in WA · CRD 7463499 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aletheianadvisors.com |
How Steven's firm compares
- Aletheian Wealth Advisors's average account is about $756,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Steven
Is Steven Kleyn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven 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 Steven charge for financial advice?
Steven's firm, Aletheian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Steven Kleyn based?
Steven Kleyn is based in Bellevue, Washington.
What does Steven specialize in?
Steven's specialties include estate & legacy planning and family wealth transfer. Steven works with multi-generational families.
What credentials does Steven Kleyn hold?
Steven Kleyn holds the CFA credential.
Is Steven Kleyn registered with the SEC?
Yes. Steven Kleyn is registered as an investment adviser representative in WA (CRD 7463499), 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 Steven Kleyn?
Through Steven'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.
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