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| Keyboard |
| Aldrich Wealth Limited Partnership
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|---|---|
| CRD # | 147200 |
| SEC # | 801-69190 |
| CIK # | 0001837869 |
| AUM | 7,615.3 M (2026-03-05) |
| Employees | 42 (62% Investors, 2% Brokers) |
| Phone | 503-620-5329 |
| Address | 5665 SW Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 0.1 |
| (b) Individuals (high net worth individuals) | 387 | 4.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 113 | 2.2 |
| (h) Charitable organizations | 3 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,477 | 7.6 |
| By Discretionary | ||
| Discretionary | 2,458 | 6.4 |
| Non-Discretionary | 19 | 1.2 |
| Total | 2,477 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 2,477 | 7.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Clients | 4 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
WGI DM LLC
✚
|
MA | 7,779.0 M |
|
Wedge Capital Management LLP
✚
|
NC | 7,755.0 M |
|
Ritholtz Wealth Management
✚
|
NY | 7,698.3 M |
|
McMorgan & Company LLC
✚
|
CA | 7,609.2 M |
|
Avantax Planning Partners Inc
✚
|
IA | 7,569.4 M |
|
DSM Capital Partners LLC
✚
|
FL | 7,564.9 M |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 7,513.2 M |
|
JMG Financial Group Ltd
✚
|
IL | 7,500.1 M |
|
Hays Financial Group LLC
✚
|
MN | 7,450.4 M |
|
Homestead Advisers Corp
✚
|
VA | 7,450.1 M |