Aldrich Wealth LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Lake Oswego, OR. Its latest Form ADV filing, dated March 5, 2026, reports $7.6B in regulatory assets under management, 42 employees, 4 offices, and 2,477 accounts.
Assets Under Management
$7.6B
Employees
42
Offices
4 offices
Total Clients
782
Primary office
LAKE OSWEGO, OR
5665 SW MEADOWS RD, SUITE 200, LAKE OSWEGO, OR, United States
Top client segmentHNWI represent 49.5% of total clients.
Top client categories% of clientsClients
1
HNWI
49.5%
387
2
Individuals
33.8%
264
3
Pension Plans
14.5%
113
4
Corporations
1.9%
15
5
Charitable
0.4%
3
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$7.6Bas of March 5, 2026
Discretionary84.2%
$6.4B
84% of total RAUM84.2%
Non-discretionary15.8%
$1.2B
16% of total RAUM15.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$7.6B
Total Accounts2,477
10Y AUM Change+$6.7B (+718.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees42
Clients per Employee19:1
10Y Employee Change+16 (+61.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.