ALDRICH WEALTH LP

RIASEC RegisteredEst. 2008

Total AUM

$7.6B

Discretionary

$6.4B

84% of AUM

Avg account

$3.1M

Accounts

2,477

Employees

Advisory reps

Firm details

Headquarters: LAKE OSWEGO, Oregon
CRD number: 147200
Registered since: May 27, 2008
Website: wealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC., GREAT-WEST TRUST COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI62.65%
Pension & Profit Sharing Plans29.37%
Charitable Organizations4.09%
Other Investment Advisers1.68%
Individuals1.43%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Aldrich Wealth LP is an independent, SEC-registered registered investment adviser formed in 2008 and organized as a limited partnership. The firm serves both individual/family and institutional clients and describes itself as a capital allocator, offering a mix of financial planning, portfolio management for individuals and businesses, pension consulting, and manager-selection services. Its fee arrangements are varied — percentage of AUM, hourly and fixed fees, and performance-based fees are all used — and the firm does not position itself as an active ESG investor. The firm maintains industry ties to broker-dealers and accounting professionals, and its business model includes both discretionary portfolio management and advisory projects that can be fee-for-service. Aldrich Wealth was named among the Financial Times’ Top 300 RIA Firms in 2020.