Abbey Rollins has been Principal of Aldrich Wealth, Limited Partnership since January 2022, is a control person of the firm and directly owns under 5% of it.
Aldrich Wealth, Limited Partnership is a Lake Oswego, OR firm with $7.62B under management, 782 clients and 26 advisers across 5 offices, as of its March 2026 filing.
Abbey Rollins is Partner + Director of Aldrich Wealth Family Office. She joined Aldrich Wealth in 2007 and advises high-net-worth families, executives and business owners. Her work includes coordinating investment, tax, estate, philanthropic and multigenerational planning strategies. She works closely with clients' broader advisory teams.
Abbey Rollins’ longest registration is the current one, 18 years at Aldrich Wealth, Limited Partnership since 2008. Before joining Aldrich Wealth, Limited Partnership in 2008, Abbey Rollins was registered through Akt Wealth Advisors, LP and UBS Financial Services Inc.
- Aldrich Wealth LPCurrent– present · 18 yearsLake Oswego, OR · Adviser representative · Firm CRD 147200
- Akt Wealth Advisors, LP– · under a yearLake Oswego, OR · Adviser representative · Firm CRD 108769
- UBS Financial Services Inc.– · under a yearBoise, ID · Adviser representative · Firm CRD 8174
- Piper Jaffray & Co.– · 2 yearsBoise, ID · Adviser representative · Firm CRD 665
Professional designations
Listed by Aldrich Wealth, Limited Partnership
- CFP®
Investment adviser representative registrations
Abbey Rollins is registered as an investment adviser representative in Oregon, since June 2008.
- OregonSince 19 June 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 31 | Futures Managed Funds Examination | 13 January 2006 |
| Series 66 | Uniform Combined State Law Examination | 18 September 2002 |
| Series 7 | General Securities Representative Examination | 5 September 2002 |
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 4431168
- Firm
- Aldrich Wealth, Limited Partnership · CRD 147200
- Role
- Principal
- Office
- 5665 SW MEADOWS RD, SUITE 200, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- January 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Abbey Rollins work?
Abbey Rollins has been Principal of Aldrich Wealth, Limited Partnership since January 2022, and is a control person of the firm.
Is Abbey Rollins a financial advisor?
Yes. Abbey Rollins has a current investment-adviser registration in Oregon, through Aldrich Wealth, Limited Partnership since June 2008.
How many years of experience does Abbey Rollins have?
Abbey Rollins has 21 years in the financial industry, since January 2005, across 4 adviser firms.
What exams has Abbey Rollins passed?
Abbey Rollins has passed 3 licensing exams: the Series 7, Series 66 and Series 31. The earliest, the Series 7, was passed in September 2002.
Where did Abbey Rollins work before Aldrich Wealth, Limited Partnership?
Before Aldrich Wealth, Limited Partnership, Abbey Rollins was registered through UBS Financial Services Inc., August 2006 to March 2007; Piper Jaffray & Co., June 2004 to August 2006.
Where is Abbey Rollins based?
Abbey Rollins’ registered office is in Lake Oswego, OR.
Is Abbey Rollins registered with FINRA?
No. Abbey Rollins has no current broker registration.
Is Abbey Rollins a CFP?
Aldrich Wealth, Limited Partnership lists Abbey Rollins with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Abbey Rollins’ record?
Search CRD 4431168 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Abbey Rollins’ full registration record.
