Cole Theodore Holmlund
Investment adviser representative at Alaethes Wealth, LLC
13 yearsExperience
3 statesRegistered in
$513.2MFirm assets
6 yearsFirm in business
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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
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Alaethes Wealth, LLCAug 2020 to now
- Alaethes Wealth, LLCJul 2019 to Jul 2020
- UnemployedMay 2019 to Jul 2019
- Sanford C. Bernstein & Co., LLCOct 2018 to Apr 2019
- Morgan StanleyFeb 2018 to Sep 2018
- UnemployedJun 2017 to Feb 2018
- University of Southern CaliforniaAug 2013 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, TX).
Alaethes Wealth, LLC
$513.2MAssets managed
103Clients
3Advisers
6 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
- 6908341
- Firm CRD
- 304920