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).
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Total Assets Under Management4,563MILLION
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Total Number of Accounts2,189ACCOUNTS
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Average Account Value$2,084,685
- 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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.