ALDRICH WEALTH, LIMITED PARTNERSHIP

ALDRICH WEALTH LP
LAKE OSWEGO, Oregon·12 registered advisors·CRD# 147200
SEC# 801-691903503-620-5329
01

Firm Overview

AUM
$5.6B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at ALDRICH WEALTH, LIMITED PARTNERSHIP

12 registered advisors
Abbey Rollins
LAKE OSWEGO, Oregon
Carl James Pinkard
LAKE OSWEGO, Oregon
Charleen Rachel Zieky
LAKE OSWEGO, Oregon
Darin Earl Richards
LAKE OSWEGO, Oregon
Heather M.k. Wonderly
LAKE OSWEGO, Oregon
Jaime Kathryn Stimpson
LAKE OSWEGO, Oregon
Kevin Scott Barchus
LAKE OSWEGO, Oregon
Luan Drosso Dollens
LAKE OSWEGO, Oregon
Nicole Raemaeker Rice
LAKE OSWEGO, Oregon
Ronald Alan Mitchell
LAKE OSWEGO, Oregon
Stephen Michael Tatone
LAKE OSWEGO, Oregon
Toby Jay Daniels
LAKE OSWEGO, Oregon
05

Office Locations

LAKE OSWEGO, Oregon
12 advisors

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Data sourced from SEC Form ADV filings. ALDRICH WEALTH, LIMITED PARTNERSHIP (CRD# 147200) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.