ALDRICH WEALTH LP

5665 Sw Meadows Rd
Suite 200
Lake Oswego, Oregon 97035
Tel: 503-620-5329

About ALDRICH WEALTH LP

ALDRICH WEALTH LP, formally registered with the SEC as ALDRICH WEALTH LP. The firm was established in 05/27/2008. They have over 4 offices throughout the country.

ALDRICH WEALTH LP is a Lake Oswego, Oregon based Financial Planning firm with nearly $5,572,244,811 assets under management, offering retirement planning & investment advisory services to 2352 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147200
SEC#	801-69190
Assets Managed by Firm	$5,572,244,811
No. of Clients	2352
No. of Advisors	40

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (TAX SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2352	$5,572,244,811
Individuals (other than high net worth individuals)	203	$44,265,129
High net worth individuals	412	$3,324,337,169
Pension and profit sharing plans	108	$1,772,961,452
Charitable organizations	Fewer than 5 clients	$262,117,133
Other investment advisers	Fewer than 5 clients	$107,977,503
Corporations or other businesses	9	$60,586,425

More Retirement Planning firms in Lake Oswego, Oregon:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STANCORP INVESTMENT ADVISERS, INC. 1100 Sw Sixth Avenue, P9 Portland, OR, 97204	$34,385,256,113	126310	112
GOVERNMENT PORTFOLIO ADVISORS LLC 6650 Sw Redwood Lane, Suite 365 Portland, OR, 97224	$25,897,235,362	73	9
JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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