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).

Current Firm Details
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
https://www.wealthadvisors.com
By the Numbers
  • Total Assets Under Management
    5,572
    MILLION
  • Total Number of Accounts
    2,352
    ACCOUNTS
  • Average Account Value
    $2,369,152
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 21 - 22 of 22 top financial advisors.
21
Christopher Van Dyke, financial advisor Lake Oswego OR
Christopher J. Van Dyke
CRD#: 6933170
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Christopher Van Dyke (CRD# 6933170) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has 1 year of experience in the finance industry.

22
Kelsey Walker, financial advisor Lake Oswego OR
Kelsey E. Walker
CRD#: 5804040
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035

Kelsey Walker (CRD# 5804040) is an Investment Advisor Representative working at Aldrich Wealth LP in Lake Oswego, OR and has over 6 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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