Unclaimed Profile

Luan Drosso Dollens

ALDRICH WEALTH, LIMITED PARTNERSHIP·LAKE OSWEGO, Oregon

SIE, Series 7, Series 24, Series 63, Series 65Clean record15 years registeredALDRICH WEALTH, LIMITED PARTNERSHIP

5665 SW MEADOWS RD, LAKE OSWEGO, OR 97035CRD# 2109538Firm CRD# 147200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Luan Drosso Dollens · LAKE OSWEGO, OR

Registration

CRD #2109538 · ALDRICH WEALTH, LIMITED PARTNERSHIP · 15 years registered

Brand Profile

Not yet started

Career History

ALDRICH WEALTH LP

May 2022 – present

M HOLDINGS SECURITIES, INC.

Dec 2012 – Jun 2022

PORTLAND, OR

M FINANCIAL ASSET MANAGEMENT, INC.

Nov 2010 – Dec 2012

PORTLAND, OR

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · November 15, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ALDRICH WEALTH, LIMITED PARTNERSHIP

CRD 147200 · SEC 801-69190

AUM

$5.6B

Regulatory assets under management

Employees

2,352 client accounts

Services offered by ALDRICH WEALTH, LIMITED PARTNERSHIP

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ALDRICH WEALTH, LIMITED PARTNERSHIP →

Introduction

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Frequently Asked Questions

What services does Luan Drosso Dollens offer?

Luan Drosso Dollens specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKE OSWEGO, Oregon for a consultation.

What are Luan Drosso Dollens's credentials?

Luan Drosso Dollens is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Luan Drosso Dollens located?

Luan Drosso Dollens is based in LAKE OSWEGO, Oregon, working with ALDRICH WEALTH, LIMITED PARTNERSHIP. Their office serves clients in the LAKE OSWEGO metropolitan area and surrounding communities.

How does Luan Drosso Dollens charge for services?

Luan Drosso Dollens's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ALDRICH WEALTH, LIMITED PARTNERSHIP?

ALDRICH WEALTH, LIMITED PARTNERSHIP has approximately 40 employees and manages $5.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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