Your wealth, overseen by one advisor who actually knows you.
Aethelis pairs a dedicated advisor with a consolidated view of your entire portfolio — investments, estate, and tax strategy, in one place, reviewed together rather than managed in separate silos.
$340M+
Assets under advisement
48
Client families
1:12
Client families per advisor
$4,286,910
as of today, across 6 accounts
Investment Management
A portfolio built around your actual goals and time horizon, reviewed quarterly with your advisor — not a model portfolio assigned by an algorithm.
$4,286,910
as of today, across 6 accounts
Estate Planning
Trusts, succession, and transfer strategy coordinated with your attorney and accountant, so your plan is consistent across every document that touches it.
Family Office Services
One advisor who knows the whole picture — accounts, entities, and the people involved — instead of a different relationship manager for each piece.
Senior Wealth Advisor
Chartered Financial Analyst (CFA)
Advice that answers to you, not a product shelf
Most wealth management firms are paid, in part, by the products they recommend. We aren't. Our advisors are compensated the same way regardless of which fund, trust structure, or strategy ends up being right for you.
- A dedicated advisor, not a rotating support queue
- Every fee disclosed up front, nothing buried in a prospectus
- Full portfolio transparency — see what you hold and why
- Advice built around your goals, not products we're paid to sell
Every statement, trust document, and tax form — in one place
No more chasing down a PDF from three different institutions. Every document tied to your relationship is encrypted, organized, and available the moment you need it.
Q3 Portfolio Review
Statement
Annual Tax Summary 2025
Tax
Trust Amendment — Draft
Estate
Capital Call Notice
Private markets
“I'd spent a decade with a private bank that never once explained what I was actually paying for. Aethelis sent me a fee breakdown before I'd even signed anything.”
Client since 2025
Kathmandu, Nepal
One published rate. No hidden layers.
A single, transparent percentage of assets under advisement — no commissions, no proprietary fund incentives.
See the fee scheduleBefore your first conversation
What's the minimum to work with Aethelis?+
Our advisory relationships typically begin at $500,000 in investable assets, though we make exceptions for younger professionals with a clear trajectory. Reach out and we'll have a direct conversation about fit.
Do I get a dedicated advisor, or a call center?+
A dedicated advisor, by name, with direct contact details. You will never be routed through a general support queue for a portfolio question.
How is Aethelis different from a robo-advisor?+
A robo-advisor optimizes a model portfolio. We build a strategy around your specific goals, tax situation, and family circumstances, with a human advisor accountable for the outcome — the software exists to make that advisor better informed, not to replace them.
How are fees structured?+
A simple, published percentage of assets under advisement, with no commissions, no proprietary fund incentives, and no hidden layers. The full schedule is on our Fees page.
Is Aethelis a new company?+
Yes — we're an early-stage private wealth management startup based in Kathmandu, Nepal. We're deliberately keeping our first group of client families small so every relationship gets real attention.
Let's start with a conversation, not a sales pitch.
Tell us about your situation and we'll have an advisor reach out directly — no obligation, no automated follow-up sequence.
Request an introduction