ALDRICH WEALTH LP
ALDRICH WEALTH, LIMITED PARTNERSHIP Legal Name
Adviser information for ALDRICH WEALTH LP last updated from Form ADV on March 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Oregon, United States |
Employees
| Total Number of Employees | 40 |
|---|---|
| Investment Advisory/Research | 27 |
| Registered Broker-Dealer Representatives | 1 |
| Registered State Investment Advisers | 27 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 2 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,311 | $5.1B |
| Non-Discretionary | 41 | $441.3M |
| Total | 2,352 | $5.6B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 203 | $44.3M |
| HNW Individuals | 412 | $3.3B |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 108 | $1.8B |
| Charitable organizations | <5 | $262.1M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | <5 | $108.0M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 9 | $60.6M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 4 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)TAX SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Principal Office
5665 SW MEADOWS RDSUITE 200
LAKE OSWEGO
OR
United States
Monday - Friday, 8:00 - 5:00
Tel: 503-620-5329, Fax: 503-624-1349
Chief Compliance Officer
LUAN DOLLENS
CHIEF COMPLIANCE OFFICER
5665 SW MEADOWS RD
SUITE 200
LAKE OSWEGO
OR
United States
Tel:
503-468-7200
Fax:
503-624-1349
L*******@*****************M
(Full email address available in API data)
Regulatory Contact
K. SCOTT BARCHUS
PRESIDENT, PARTNER
5665 SW MEADOWS RD., #200
LAKE OSWEGO
OR
United States
Tel:
503-620-5329
Fax:
503-624-1349
S*******@*****************M
(Full email address available in API data)
Industry Affiliates
| AKT BUSINESS SERVICES PVT LTD | Accountant or accounting firmPension consultant |
| ALDRICH CAPITAL ADVISORS LP | Accountant or accounting firm |
| ALDRICH CPA'S AND ADVISORS LLP | Accountant or accounting firm |
| ALDRICH RETIREMENT SOLUTIONS LP | Pension consultant |
| PACIFIC COAST CAPITAL, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BARCHUS, KEVIN, SCOTT | Individual | – | PRESIDENT/PRINCIPAL | 06/1998 | < 5% |
| AKT SERVICES, LLP | Domestic Entity | – | LIMITED PARTNER | 01/2002 | > 75% |
| RICHARDS, DARIN, EARL | Individual | – | CHIEF INVESTMENT OFFICER/PRINCIPAL | 04/2004 | < 5% |
| ALDRICH SERVICES LLP | Domestic Entity | – | GENERAL PARTNER | 09/2007 | < 5% |
| PINKARD, CARL, JAMES | Individual | – | PRINCIPAL/VICE PRESIDENT | 01/2013 | < 5% |
| WONDERLY, HEATHER, M.K. | Individual | – | PRINCIPAL | 01/2018 | < 5% |
| RICE, NICOLE, RAEMAEKER | Individual | – | PRINCIPAL | 01/2019 | < 5% |
| DOLLENS, LUAN, DROSSO | Individual | – | CCO | 01/2023 | < 5% |
| ROLLINS, ABBEY | Individual | – | PRINCIPAL | 01/2022 | < 5% |