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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 $4,563,375,940 assets under management, offering retirement planning & investment advisory services to 2189 clients. The firm is staffed with 38 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 147200 |
| SEC# | 801-69190 |
| Assets Managed by Firm | $4,563,375,940 |
| No. of Clients | 2189 |
| No. of Advisors | 38 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Performance Based
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2189 | $4,563,375,940 |
| Individuals (other than high net worth individuals) | 219 | $47,155,912 |
| High net worth individuals | 386 | $2,887,910,961 |
| Pension and profit sharing plans | 121 | $1,328,813,069 |
| Charitable organizations | Fewer than 5 clients | $223,171,465 |
| Other investment advisers | Fewer than 5 clients | $49,619,000 |
| Corporations or other businesses | 7 | $26,705,533 |
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|---|---|---|---|
| $16,725,387,863 | 63 | 8 | |
| $16,214,303,154 | 116850 | 82 | |
| $13,067,305,312 | 425 | 37 | |
| $7,145,593,038 | 3808 | 55 | |
| $5,476,500,419 | 995 | 17 |
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