ALDRICH WEALTH, LIMITED PARTNERSHIP
Doing business as ALDRICH WEALTH LP. SEC Form ADV profile.
Total regulatory AUM
$7,615,331,850
Discretionary
$6,412,231,464
Non-discretionary
$1,203,100,386
Firm details
- CRD number
- 147200
- SEC file number
- 801-69190
- Main office
- LAKE OSWEGO, OR, United States
- Employees
- 42
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based
As of October 2026.