Aldrich Wealth LP

Registered investment advisor · Lake Oswego, Oregon · CRD #147200

Assets Under Management

$7.6B

Client Accounts

2,477

Employees

CRD Number

147200

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Great-West Trust Company Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Aldrich Wealth LP

Aldrich Advisors is a prominent group of companies based in Oregon, established in 1973. They provide a wide range of integrated financial services, including tax, accounting, wealth management, corporate retirement, and business transition services. With eight offices across the Western United States, Aldrich serves businesses, owners, executives, and individuals nationwide. The Aldrich Group of Companies comprises Aldrich CPAs + Advisors LLP, Aldrich Wealth LP, and Aldrich Capital Advisors LP

Fee Structure

Percentage of assets under management Yes

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Aldrich Wealth LP

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Frequently Asked Questions

What is Aldrich Wealth LP's AUM?

Aldrich Wealth LP reports approximately $7.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Aldrich Wealth LP headquartered?

Aldrich Wealth LP is headquartered in Lake Oswego, Oregon.

What is Aldrich Wealth LP's CRD number?

Aldrich Wealth LP's CRD number is 147200. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.