Aldrich Wealth LP

Aldrich Wealth LP (CRD# 147200) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $930,327,510 in 1,481 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    930
    MILLION
  • Total Number of Accounts
    1,481
    ACCOUNTS
  • Average Account Value
    $628,175
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, CO, OR, TX, WA

Financial Advisors at Aldrich Wealth LP
Showing 1 - 10 of 22 top financial advisors.
1
Alex R. Kilian
CRD#: 5766016
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
96
Wealthminder
score

Alex Kilian (CRD# 5766016) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 5 years of experience in the finance industry. Alex Kilian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brandon G. Kurz
CRD#: 6091298
7676 Hazard Center Drive, #1300, San Diego, CA 92108
96
Wealthminder
score

Brandon Kurz (CRD# 6091298) is an Investment Advisor Representative working at Aldrich Wealth LP in San Diego, CA and has over 5 years of experience in the finance industry. Brandon Kurz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Carl J. Pinkard
CRD#: 4596300
5946 Priestly Dr., Suite 200, Carlsbad, CA 92008
96
Wealthminder
score

Carl Pinkard (CRD# 4596300) is an Investment Advisor Representative working at Aldrich Wealth LP in Carlsbad, CA and has over 15 years of experience in the finance industry. Carl Pinkard has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Darin E. Richards
CRD#: 3152370
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
96
Wealthminder
score

Darin Richards (CRD# 3152370) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 19 years of experience in the finance industry.

5
Abbey Rollins
CRD#: 4431168
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
96
Wealthminder
score

Abbey Rollins (CRD# 4431168) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 15 years of experience in the finance industry. Abbey Rollins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Kevin S. Barchus
CRD#: 3013155
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Kevin Barchus (CRD# 3013155) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 20 years of experience in the finance industry.

7
Amy B. Barnes
CRD#: 4164376
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Amy Barnes (CRD# 4164376) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 17 years of experience in the finance industry.

8
Matthew A. Bayley
CRD#: 4857099
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Matthew Bayley (CRD# 4857099) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 13 years of experience in the finance industry.

9
Mark E. Birge
CRD#: 2374402
5946 Priestly Drive, Suite 200, Carlsbad, CA 92008
93
Wealthminder
score

Mark Birge (CRD# 2374402) is an Investment Advisor Representative working at Aldrich Wealth LP in Carlsbad, CA and has over 10 years of experience in the finance industry.

10
Kayla K. Cook
CRD#: 5991691
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
93
Wealthminder
score

Kayla Cook (CRD# 5991691) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 5 years of experience in the finance industry. Kayla Cook has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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