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ALDRICH WEALTH LP
Legal name: ALDRICH WEALTH, LIMITED PARTNERSHIP
CRD 147200File 801-69190
APPROVED
Retail clients
Custody
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$7.62B
Top 10% of cohort (national)
Discretionary AUM
$6.41B
Non-discretionary $1.20B
Clients
782
2,477 accounts
Employees
42
Top 10% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- May 27, 2008
- Principal office
- 5665 SW MEADOWS RD, SUITE 200, LAKE OSWEGO, OR, 97035
- Phone
- 503-620-5329
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $7.62B
- Discretionary AUM
- $6.41B
- Non-discretionary AUM
- $1.20B
- Discretionary accounts
- 2,458
- Non-discretionary accounts
- 19
- Total accounts
- 2,477
- AUM per client
- $9.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $59.9M |
| Charitable organizations | 3 | $311.2M |
| Other investment advisers | Fewer than 5 | $127.6M |
| High net worth individuals | 387 | $4.77B |
| Pension and profit sharing plans | 113 | $2.24B |
| Individuals (other than high net worth individuals) | 264 | $109.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 46 | 42 | decreased by4 |
| Apr 1, 2026 | Clients | 857 | 782 | decreased by75 |
| Apr 1, 2026 | AUM | $6,466,230,295 | $7,615,331,850 | increased by$1,149,101,555 |
| Apr 1, 2026 | Accounts | 2,435 | 2,477 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 33 | 46 | increased by13 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 770 | 857 | increased by87 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,774,644,173 | $6,466,230,295 | increased by$1,691,586,122 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,092 | 2,435 | increased by343 |
| Apr 1, 2022 | Employees | 32 | 33 | increased by1 |
| Apr 1, 2022 | Clients | 714 | 770 | increased by56 |
| Apr 1, 2022 | AUM | $4,159,850,754 | $4,774,644,173 | increased by$614,793,419 |
| Apr 1, 2022 | Accounts | 1,742 | 2,092 | increased by350 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ALDRICH WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ALDRICH WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.