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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.