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| Happy Holidays!! thanks for using AUM13F!! |
| Aldrich Wealth Limited Partnership
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| CRD # | 147200 |
| SEC # | 801-69190 |
| CIK # | 0001837869 |
| AUM | $6.5 B (2025-03-24) |
| Employees | 46 (63% Investors, 2% Brokers) |
| Phone | 503-620-5329 |
| Address | 5665 SW Meadows Rd Lake Oswego, OR 97035 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 320 | 0.1 |
| (b) Individuals (high net worth individuals) | 408 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 109 | 2.0 |
| (h) Charitable organizations | 8 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.1 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,435 | 6.5 |
| By Discretionary | ||
| Discretionary | 2,409 | 6.0 |
| Non-Discretionary | 26 | 0.5 |
| Total | 2,435 | 6.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.5 | |
| Total | 2,435 | 6.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Human Interest Advisors LLC
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|
CA | 6.6 |
|
First National Advisers LLC
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|
NE | 6.6 |
|
Gradient Investments LLC
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|
MN | 6.6 |
|
Carnegie Capital Asset Management LLC
✚
|
OH | 6.5 |
|
Sagespring Wealth Partners
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|
TN | 6.5 |
|
Ritholtz Wealth Management
✚
|
NY | 6.5 |
|
IHT Wealth Management LLC
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|
IL | 6.4 |
|
JMG Financial Group Ltd
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|
IL | 6.4 |
|
The Huntington Investment Company
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|
OH | 6.3 |
|
Nicholas Co Inc
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|
WI | 6.3 |