RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
K•••• A••••• E•••••
- Title
- Lead Advisor I Partnerreportedaletheianadvisors.comfirm site, Sep 15, 2026
- Designations
- CFPreportedaletheianadvisors.comas printed on the bio page, Sep 16, 2026
- Partner or owner
- “Chief Executive Officer | Managing Partner”reportedaletheianadvisors.comthe sentence on the bio page
- Years, as the firm states
- 14reportedaletheianadvisors.com“He has over 14 years experience as a trusted advisor...”
- Business email
- kerwert@aletheianadvisors.comreportedaletheianadvisors.comfirm site, Sep 15, 2026
- Direct business phone
- 425-458-2864reportedaletheianadvisors.comfirm site, Sep 15, 2026
- Professional profile
- aletheianadvisors.com/team-member-01/kevin-erwertreportedaletheianadvisors.comfirm site, Sep 15, 2026
- Professional profile
- linkedin.com/in/kevin-erwert-cfp%C2%AE-a588227reportedaletheianadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- A•••••••• W••••• A••••••• L•• independent RIA currentsince Aug 5, 2019 · Bellevue, Wa
- V••••••• L•• formerAug 28, 2018 to May 13, 2019 · Bellevue, Wa
- C••••••••• A••••••• I•• formerJan 5, 2012 to Aug 17, 2018 · Bellevue, Wa
- V••••••• L•• to A•••••••• W••••• A••••••• L••left May 13, 2019, registered Aug 5, 2019 (84 days) · RIA to a newly registered adviser
- C••••••••• A••••••• I•• to V••••••• L••left Aug 17, 2018, registered Aug 28, 2018 (11 days) · RIA to RIA
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address