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Josh Betts Cfa, Cfp® Email & Phone Number

Founder | CEO | Managing Partner at Aletheian Wealth Advisors at Aletheian Wealth Advisors
Location: Bellevue, Washington, United States 7 work roles 2 schools
1 work email found @aletheianadvisors.com 2 phones found area 425 and 800 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email j****@aletheianadvisors.com
Direct phone (425) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Founder | CEO | Managing Partner at Aletheian Wealth Advisors
Location
Bellevue, Washington, United States
Company size

Who is Josh Betts Cfa, Cfp®? Overview

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Quick answer

Josh Betts Cfa, Cfp® is listed as Founder | CEO | Managing Partner at Aletheian Wealth Advisors at Aletheian Wealth Advisors, a company with 7 employees, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at aletheianadvisors.com, phone signal with area code 425, 800, and a matched LinkedIn profile for Josh Betts Cfa, Cfp®.

Josh Betts Cfa, Cfp® previously worked as Founder | CEO | Managing Partner at Aletheian Wealth Advisors and Managing Director, Client Management at Cornerstone Advisors, Inc.. Josh Betts Cfa, Cfp® holds Bachelor'S Degree, Psychology from Oregon State University.

Company email context

Email format at Aletheian Wealth Advisors

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*@aletheianadvisors.com
71% confidence

AeroLeads found 1 current-domain work email signal for Josh Betts Cfa, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Josh Betts Cfa, Cfp®

Josh Betts Cfa, Cfp® is a Founder | CEO | Managing Partner at Aletheian Wealth Advisors at Aletheian Wealth Advisors. He possess expertise in investments, etfs, portfolio management, asset management, equities and 9 more skills.

Listed skills include Investments, Etfs, Portfolio Management, Asset Management, and 10 others.

Current workplace

Josh Betts Cfa, Cfp®'s current company

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Aletheian Wealth Advisors
Aletheian Wealth Advisors
Founder | CEO | Managing Partner at Aletheian Wealth Advisors
bellevue, washington, united states
Employees
7
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7 roles · 23 years

Josh Betts Cfa, Cfp® work experience

A career timeline built from the work history available for this profile.

Founder | Ceo | Managing Partner

Current

Bellevue, WA

Aletheian means "Truth and transparency." We guide successful families with multi-generational complexity to create lasting legacies.Aletheian Wealth Advisors puts you first, always. We are a fee-only multi-family office model that serves as a true fiduciary. You will benefit from the highest level of personal service, advanced wealth planning, and.

May 2019 - Present
Team & coworkers

Colleagues at Aletheian Wealth Advisors

Other employees you can reach at aletheianadvisors.com. View company contacts for 7 employees →

2 education records

Josh Betts Cfa, Cfp® education

FAQ

Frequently asked questions about Josh Betts Cfa, Cfp®

Quick answers generated from the profile data available on this page.

What company does Josh Betts Cfa, Cfp® work for?

Josh Betts Cfa, Cfp® works for Aletheian Wealth Advisors.

What is Josh Betts Cfa, Cfp®'s role at Aletheian Wealth Advisors?

Josh Betts Cfa, Cfp® is listed as Founder | CEO | Managing Partner at Aletheian Wealth Advisors at Aletheian Wealth Advisors.

What is Josh Betts Cfa, Cfp®'s email address?

AeroLeads has found 1 work email signal at @aletheianadvisors.com for Josh Betts Cfa, Cfp® at Aletheian Wealth Advisors.

What is Josh Betts Cfa, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 425, 800 for Josh Betts Cfa, Cfp® at Aletheian Wealth Advisors.

Where is Josh Betts Cfa, Cfp® based?

Josh Betts Cfa, Cfp® is based in Bellevue, Washington, United States while working with Aletheian Wealth Advisors.

What companies has Josh Betts Cfa, Cfp® worked for?

Josh Betts Cfa, Cfp® has worked for Aletheian Wealth Advisors, Cornerstone Advisors, Inc., Windhaven Investment Management | Charles Schwab, Invesco Powershares, and Claymore Securities (Now Guggenheim Investments).

Who are Josh Betts Cfa, Cfp®'s colleagues at Aletheian Wealth Advisors?

Josh Betts Cfa, Cfp®'s colleagues at Aletheian Wealth Advisors include Olivia Betts, Kevin Erwert Cfp®, R.T. Siegel Ctfa, Cima®, Cfp®, Steve Kleyn, Cfa, Caia, Cipm, and Cameron Van Winkle.

How can I contact Josh Betts Cfa, Cfp®?

You can use AeroLeads to view verified contact signals for Josh Betts Cfa, Cfp® at Aletheian Wealth Advisors, including work email, phone, and LinkedIn data when available.

What schools did Josh Betts Cfa, Cfp® attend?

Josh Betts Cfa, Cfp® holds Bachelor'S Degree, Psychology from Oregon State University.

What skills is Josh Betts Cfa, Cfp® known for?

Josh Betts Cfa, Cfp® is listed with skills including Investments, Etfs, Portfolio Management, Asset Management, Equities, Asset Allocation, Financial Markets, and Investment Management.

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