Kevin Andrew Erwert
Investment adviser representative at Aletheian Wealth Advisors LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$412.5MFirm assets
Are you Kevin Andrew Erwert? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Aletheian Wealth Advisors LLCJun 2019 to now
- VestoryAug 2018 to May 2019
- Cornerstone AdvisorsAug 2007 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Aletheian Wealth Advisors LLC
$412.5MAssets managed
137Clients
5Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6005801
- Firm CRD
- 304623