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ALDRICH WEALTH LP
LAKE OSWEGO, OR
503-620-5329
SEC #801-69190Total AUM
$7.6B
Employees
42Clients
783Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
5665 SW MEADOWS RD
SUITE 200
LAKE OSWEGO
OR 97035
United States
SUITE 200
LAKE OSWEGO
OR 97035
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
503-620-5329
Other Offices
4
Financials
Total AUM
$7.6B
Accounts
2,477Discretionary
$6.4B
Accounts
2,458Non-Discretionary
$1.2B
Accounts
19
Clients
Individual Clients
264AUM
$109.3M
HNW Individual Clients
387AUM
$4.8B
Pension/Profit Sharing Plan Clients
113AUM
$2.2B
Charitable Organization Clients
3AUM
$311.2M
Investment Advisor Clients
1AUM
$127.6M
Corporation or Business Clients
15AUM
$59.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AKAZCACOFLIDLAMIMOMTNENHOHORTXUTWA
Affiliates
Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.