Aldrich Wealth LP

Aldrich Wealth LP (CRD# 147200) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $4,563,375,940 in 2,189 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,563
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Aldrich Wealth LP
Showing 1 - 10 of 22 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 26 years of experience in the finance industry.

2
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 10 years of experience in the finance industry.

3
Luan D. Dollens
CRD#: 2109538
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Luan Dollens (CRD# 2109538) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 33 years of experience in the finance industry.

4
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 11 years of experience in the finance industry.

5
Miles P. Lewis
CRD#: 6470500
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

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.

6
Casey A. McKillip
CRD#: 5375910
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Casey McKillip (CRD# 5375910) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 12 years of experience in the finance industry.

7
Carl J. Pinkard
CRD#: 4596300
1903 Wright Place, Suite 180, Carlsbad, CA 92008

Carl Pinkard (CRD# 4596300) is an Investment Advisor Representative working at Aldrich Wealth LP in Carlsbad, CA and has over 21 years of experience in the finance industry.

8
Neil Plein
CRD#: 5818453
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Neil Plein (CRD# 5818453) 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
Nicole R. Rice
CRD#: 5608643
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Nicole Rice (CRD# 5608643) 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.

10
Darin E. Richards
CRD#: 3152370
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Darin Richards (CRD# 3152370) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 25 years of experience in the finance industry.

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