Sylvia Jane Gilmore
Investment adviser representative at Aletheian Wealth Advisors LLC
12 yearsExperience
2 statesRegistered in
$412.5MFirm assets
5 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
Experience
12 years in the industry.
- Aletheian Wealth Advisors LLCJun 2019 to now
- Cornerstone Advisors Inc.Aug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (TN, 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
- 7210137
- Firm CRD
- 304623