Aldrich Wealth LP

Firm record

As recorded in SEC IAPD

Firm CRD

147200

SEC number

801-69190

Firm type

RIA

Assets under management

$7.6B as of Mar 5, 2026

Website

www.linkedin.com/COMPANY/ALDRICH-WEALTH ↗

Phone

503-620-5329

Address

5665 Sw Meadows Rd, Lake Oswego, OR, 97035

Advisors at this firm

28 in our index · page 1 of 1

• Kevin Scott BarchusCRD 3013155 · Lake Oswego, OR
  IA Registered
• Jarrod Taylor BrooksherCRD 6598298 · San Diego, CA
  IA RegisteredRegistration inactive
• Kayla Kristine CookCRD 5991691 · Lake Oswego, OR
  IA Registered
• Luan Drosso DollensCRD 2109538 · Lake Oswego, OR
  IA RegisteredRegistration inactive
• Marcus William DavidCRD 8081621 · Lake Oswego, OR
  IA Registered
• Jackson O'neill DavisCRD 7510997 · Lake Oswego, OR
  IA Registered
• Grace Isabel HorneckerCRD 8252673 · Lake Oswego, OR
  IA Registered
• Daniel Jason HorowitzCRD 7603025 · Lake Oswego, OR
  IA Registered
• Anthony Joseph HutchinsonCRD 6160910 · Lake Oswego, OR
  IA RegisteredRegistration inactive
• Miles Panako LewisCRD 6470500 · Lake Oswego, OR
  IA Registered
• Casey Alan MckillipCRD 5375910 · Lake Oswego, OR
  IA Registered
• Ryan Alexander MartinezCRD 8203397 · Carlsbad, CA
  IA Registered
• Christopher Stewart McnabbCRD 7292806 · Lake Oswego, OR
  IA Registered
• Kathy Jean PetersonCRD 1987268 · Lake Oswego, OR
  IA Registered
• Carl James PinkardCRD 4596300 · Carlsbad, CA
  IA RegisteredBroker
• Neil PleinCRD 5818453 · Lake Oswego, OR
  IA Registered
• Nicole Raemaeker RiceCRD 5608643 · Lake Oswego, OR
  IA Registered
• Darin Earl RichardsCRD 3152370 · Lake Oswego, OR
  IA Registered
• Abbey RollinsCRD 4431168 · Lake Oswego, OR
  IA Registered
• Tawny Marie RamonesCRD 7247095 · Lake Oswego, OR
  IA Registered
• Erik Kristopher StrongCRD 4842093 · Carlsbad, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Yule Derek SchrockCRD 8012698 · Lake Oswego, OR
  IA Registered
• Isaiah Richard SmithCRD 7324692 · Lake Oswego, OR
  IA Registered
• Joseph Edward StraussCRD 6664089 · Lake Oswego, OR
  IA Registered
• Clarissa Sandrine TawelCRD 6799943 · Carlsbad, CA
  IA Registered
• Christopher John Van DykeCRD 6933170 · Lake Oswego, OR
  IA Registered
• Kelsey Emerson WalkerCRD 5804040 · Lake Oswego, OR
  IA RegisteredRegistration inactive
• Heather M.K. WonderlyCRD 4322015 · Lake Oswego, OR
  IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.