Aldrich Wealth LP

Aldrich Wealth LP (CRD# 147200) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $4,159,850,754 in 1,742 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,160
    MILLION
  • Total Number of Accounts
    1,742
    ACCOUNTS
  • Average Account Value
    $2,387,974
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, ID, LA, MT, NE, OR, TX, UT, WA

Financial Advisors at Aldrich Wealth LP
Showing 1 - 10 of 24 top financial advisors.
1
Kevin S. Barchus
CRD#: 3013155
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Kevin Barchus (CRD# 3013155) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 23 years of experience in the finance industry.

2
Matthew A. Bayley
CRD#: 4857099
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Matthew Bayley (CRD# 4857099) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 16 years of experience in the finance industry.

3
Tyler P. Conroy
CRD#: 6687064
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Tyler Conroy (CRD# 6687064) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 4 years of experience in the finance industry. Tyler Conroy 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
Kayla K. Cook
CRD#: 5991691
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Kayla Cook (CRD# 5991691) 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. 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.

5
Douglas E. Davison
CRD#: 2374401
680 Hawthorne Ave, Se, #140, Salem, OR 97301

Douglas Davison (CRD# 2374401) is an Investment Advisor Representative working at Aldrich Wealth LP in Salem, OR and has over 22 years of experience in the finance industry.

6
Sydney P. Duimovich
CRD#: 7078670
5946 Priestly Drive, #200, Carlsbad, CA 92008

Sydney Duimovich (CRD# 7078670) is an Investment Advisor Representative working at Aldrich Wealth LP in Carlsbad, CA and has over 2 years of experience in the finance industry. Sydney Duimovich 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.

7
Thomas E. Gilbers
CRD#: 5993851
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Thomas Gilbers (CRD# 5993851) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 8 years of experience in the finance industry. Thomas Gilbers 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.

8
Sandi K. Gordon
CRD#: 2944044
680 Hawthorne Ave Se, Suite 140, Salem, OR 97301

Sandi Gordon (CRD# 2944044) is an Investment Advisor Representative working at Aldrich Wealth LP in Salem, OR and has over 23 years of experience in the finance industry.

9
Taylor W. Hindle
CRD#: 6290705
5946 Priestly Drive, Suite 200, Carlsbad, CA 92008

Taylor Hindle (CRD# 6290705) is an Investment Advisor Representative working at Aldrich Wealth LP in Carlsbad, CA and has over 6 years of experience in the finance industry. Taylor Hindle 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.

10
Joanne E. Humphrey
CRD#: 4675628
680 Hawthorne Ave Se, Suite 140, Salem, OR 97301

Joanne Humphrey (CRD# 4675628) is an Investment Advisor Representative working at Aldrich Wealth LP in Salem, OR and has over 18 years of experience in the finance industry.

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