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| Aldrich Wealth Limited Partnership
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|
|---|---|
| CRD # | 147200 |
| SEC # | 801-69190 |
| CIK # | |
| AUM | $4.6 BB (2023-03-29) |
| Employees | 38 (63% Investors, 3% Brokers) |
| Phone | 503-620-5329 |
| Address | 5665 SW Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 219 | 0.0 |
| (b) Individuals (high net worth individuals) | 386 | 2.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 121 | 1.3 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,189 | 4.6 |
| By Discretionary | ||
| Discretionary | 2,160 | 4.2 |
| Non-Discretionary | 29 | 0.3 |
| Total | 2,189 | 4.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.6 | |
| Total | 2,189 | 4.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
4.6 | |
|
RBC Private Counsel USA Inc
✚
|
4.5 | |
|
Promanage LLC
✚
|
IL | 4.5 |
|
Fourth Street Performance Partners Inc
✚
|
KY | 4.5 |
|
JMG Financial Group Ltd
✚
|
IL | 4.5 |
|
Kestra Private Wealth Services LLC
✚
|
TX | 4.5 |
|
Stockman Wealth Management Inc
✚
|
MT | 4.5 |
|
Inverness Counsel LLC
✚
|
NY | 4.5 |
|
Harbour Investments Inc
✚
|
WI | 4.5 |
|
InterOcean Capital Group LLC
✚
|
TN | 4.5 |