| Name | Title | Ownership | Since |
|---|---|---|---|
| Abbey Rollins Control | Principal | Under 5% | 2022 |
| Akt Services, LLP Control | Limited Partner | Over 75% | 2002 |
| Aldrich Services LLP Control | General Partner | Under 5% | 2007 |
Aldrich Wealth, Limited Partnership reports $6.5 billion in regulatory assets under management on its Form ADV.
Aldrich Wealth, Limited Partnership reports 46 employees.
Aldrich Wealth, Limited Partnership is based in Lake Oswego, OR and has been SEC-registered since 2008.
Aldrich Wealth, Limited Partnership is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035 |
| Phone | 503-620-5329 |
| Fax | 503-624-1349 |
| Office hours | 8:00 - 5:00 |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1837869 |
| Discloses disciplinary history | No |
| Discretionary | $5.99B |
| Non-discretionary | $476.6M |
| Total (RAUM) | $6.47B |