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ALDRICH WEALTH LP
ALDRICH WEALTH, LIMITED PARTNERSHIP
CRD 147200 · SEC 801-69190
5665 SW MEADOWS RD, SUITE 200, LAKE OSWEGO, OR, 97035, United States
Phone
503-620-5329
Fax
503-624-1349
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$7.62B
Discretionary AUM
$6.41B
Team
42 total employees; 26 advisory reps; 4 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $109.3M |
| High net worth individuals | 387 | $4.77B |
| Pension/profit sharing plans | 113 | $2.24B |
| Charitable organizations | 3 | $311.2M |
| Corporations/business entities | 15 | $59.9M |
States served
AK, AZ, CA, CO, ID, LA, MI, MT, NE, OH, OR, UT, MO, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD