Aldrich Wealth LP
Aldrich Wealth LP (CRD# 147200) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $5,572,244,811 in 2,352 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management5,572MILLION
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Total Number of Accounts2,352ACCOUNTS
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Average Account Value$2,369,152
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
AK, AZ, CA, CO, FL, ID, LA, MO, MT, NE, NH, OR, TX, UT, WA
Abbey Rollins (CRD# 4431168) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 21 years of experience in the finance industry.
Erik Strong (CRD# 4842093) 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.
Sydney Van Baest (CRD# 7078670) 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.
Heather Wonderly (CRD# 4322015) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 22 years of experience in the finance industry.
Matthew Casatico (CRD# 7237030) is an Investment Advisor Representative working at Aldrich Wealth LP in San Diego, CA and has over 3 years of experience in the finance industry.
Jackson Davis (CRD# 7510997) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 2 years of experience in the finance industry.
Daniel Horowitz (CRD# 7603025) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has 1 year of experience in the finance industry.
Kathy Peterson (CRD# 1987268) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 34 years of experience in the finance industry.
Tawny Ramones (CRD# 7247095) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has 1 year of experience in the finance industry.
Isaiah Smith (CRD# 7324692) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 3 years of experience in the finance industry.