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ALDRICH WEALTH LP

LAKE OSWEGO, OR · CRD 147200 · IAPD ↗ · 503-620-5329

$7.62BRegulatory AUM
26Advisory reps
42Employees
4Clients
11-25Planning clients
0Private funds
17States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
March 2026 — ALDRICH WEALTH LP notice-filed in OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2025 — ALDRICH WEALTH LP added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
February 2025 — ALDRICH WEALTH LP notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.