Miles Lewis, financial advisor Lake Oswego OR

Miles Lewis

CRD Number: 6470500
Current Firm: Aldrich Wealth LP

Miles Lewis (CRD# 6470500) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Aldrich Wealth LP Lake Oswego, OR May 2022 - Current 1
Jesuit High School Portland, OR Jun 2021 - Current 2
Tru Independence Asset Management, LLC Portland, OR Nov 2017 - May 2022 4
Lakeridge Baseball Association Lake Oswego, OR May 2011 - Jun 2021 10
Portland Private Wealth Management, Inc. Portland, OR Sep 2014 - Nov 2017 3
Made In Oregon Portland, OR Nov 2014 - Dec 2014 < 1
Unemployed Portland, OR Aug 2014 - Oct 2014 < 1
Athletic Field Design Clackamas, OR Jun 2014 - Jul 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2016
Contact Info for Miles P. Lewis
Phone Number: 503-620-5329
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    4,563
    MILLIONS
  • Total Number of Accounts
    2,189
    ACCOUNTS
  • Average Account Value
    $2,084,685
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AZ, CA, CO, FL, ID, LA, MO, MT, NE, NH, OR, TX, UT, WA

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