Investment adviser · CRD 147200
ALDRICH WEALTH LP
Investment adviser filing (IA)
ALDRICH WEALTH, LIMITED PARTNERSHIP
LAKE OSWEGO, OR, United States · Form ADV filed Mar 5, 2026
- Regulatory AUM
- $7.62B Form ADV · Item 5.F
- Client accounts
- 2,477 Accounts, not individual clients
- Employees
- 42 Reported in this filing
- Advisory professionals
- 26 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 387 | $4,771,017,559 | 62.7% |
| Retirement plans | 113 | $2,236,350,570 | 29.4% |
| Charities | 3 | $311,213,530 | 4.1% |
| Other investment advisers | Fewer than 5 | $127,598,941 | 1.7% |
| Individuals | 264 | $109,251,908 | 1.4% |
| Corporations & businesses | 15 | $59,899,342 | 0.8% |
Filing source
Form ADV 2059523 · Mar 5, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 5, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed · Performance-based
Principal office
5665 SW MEADOWS RD, SUITE 200LAKE OSWEGO, OR, 97035, United States
CRD 147200
Filing source
Form ADV 2059523 · Mar 5, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.