Steven Kleyn
Investment adviser representative at Aletheian Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$412.5MFirm assets
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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
11 years in the industry.
- Aletheian Wealth Advisors LLCOct 2021 to now
- PathstoneOct 2020 to Oct 2021
- Cornerstone Advisors, Inc.Nov 2017 to Sep 2020
- ParametricNov 2015 to Nov 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (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
- 7463499
- Firm CRD
- 304623