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Lucas Harper Zettle

Chief Financial OfficerAldrich Wealth, Limited PartnershipCRD 7454558

About Lucas Harper Zettle

Lucas Harper Zettle is listed as Chief Financial Officer at Aldrich Wealth, Limited Partnership in Lake Oswego, OR. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Aldrich Wealth, Limited Partnership
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Lucas Harper Zettle work?

Lucas Harper Zettle is listed as Chief Financial Officer at Aldrich Wealth, Limited Partnership on SEC Form ADV.

How much of Aldrich Wealth, Limited Partnership does Lucas Harper Zettle own?

Form ADV reports a beneficial ownership band of Under 5%.

Aldrich Wealth, Limited Partnership

TitleChief Financial Officer
OwnershipUnder 5%
Control personNo
Since2017