RIA Intel›Advisers›Oregon›ALDRICH WEALTH, LIMITED PARTNERSHIP

ALDRICH WEALTH, LIMITED PARTNERSHIP

Advisory

N·LAKE OSWEGO, OR

Data as of Mar 5, 2026 · Source: SEC Form ADV

Total AUM

$7.6B

1-Year AUM Growth

+22.1%

3-Year CAGR

+8.6%

Employees

26

Assets Under Management

Total AUM$7.6B

Discretionary AUM$6.4B

Non-Discretionary AUM$1.2B

Discretionary %84.2%

Total Clients857

Team

Total Employees26

Investment Advisers42

Employee Growth (1Y)+12.5%

Filing History

Total Filings on Record33

First FilingMay 8, 2008

Latest FilingMar 5, 2026

🔒 Full AUM trend chart and 33 historical filings spanning 18+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALDRICH WEALTH, LIMITED PARTNERSHIP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.