Darin Richards has been Chief Investment Officer/Principal of Aldrich Wealth, Limited Partnership since April 2004, is a control person of the firm and directly owns under 5% of it. Darin Richards holds a BS in finance from the University of Oregon and an MBA from the University of Oregon.
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.
Darin Richards is Partner + Chief Investment Officer of Aldrich Wealth LP. He joined the firm in 2004. As chief investment officer he develops and implements the firm's investment philosophy and leads the investment committee. He co-manages the private wealth team and works directly with some of the firm's most complex and largest clients.
Darin Richards’ longest registration is the current one, 18 years at Aldrich Wealth, Limited Partnership since 2008. Before joining Aldrich Wealth, Limited Partnership in 2008, Darin Richards was registered through Akt Wealth Advisors, LP.
- Aldrich Wealth LPCurrent– present · 18 yearsLake Oswego, OR · Adviser representative · Firm CRD 147200
- Akt Wealth Advisors, LP– · 1 yearLake Oswego, OR · Adviser representative · Firm CRD 108769
Professional designations
Listed by Aldrich Wealth, Limited Partnership
- CFA®
Investment adviser representative registrations
Darin Richards is registered as an investment adviser representative in Oregon, since June 2008.
- OregonSince 19 June 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 7 | General Securities Representative Examination | 22 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 7 December 1998 |
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Darin Earl Richards
- CRD
- 3152370
- Firm
- Aldrich Wealth, Limited Partnership · CRD 147200
- Role
- Chief Investment Officer/Principal
- Office
- 5665 SW MEADOWS RD, SUITE 200, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- June 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Darin Richards work?
Darin Richards has been Chief Investment Officer/Principal of Aldrich Wealth, Limited Partnership since April 2004, and is a control person of the firm.
Is Darin Richards a financial advisor?
Yes. Darin Richards has a current investment-adviser registration in Oregon, through Aldrich Wealth, Limited Partnership since June 2008.
How many years of experience does Darin Richards have?
Darin Richards has 19 years in the financial industry, since June 2007, across 2 adviser firms.
What exams has Darin Richards passed?
Darin Richards has passed 2 licensing exams: the Series 63 and Series 7. The earliest, the Series 63, was passed in December 1998.
Where is Darin Richards based?
Darin Richards’ registered office is in Lake Oswego, OR.
Is Darin Richards registered with FINRA?
No. Darin Richards has no current broker registration.
Is Darin Richards a CFA charterholder?
Aldrich Wealth, Limited Partnership lists Darin Richards with the CFA credential (“CFA®”) on its website. CFA Institute confirms certification status.
How can I verify Darin Richards’ record?
Search CRD 3152370 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Darin Richards’ full registration record.
