Heather Wonderly has been President/Principal of Aldrich Wealth, Limited Partnership since September 2024, 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.
Heather Wonderly is President and Chief Executive Officer of Aldrich Wealth. She joined Aldrich Wealth in 2005 and assumed the role of CEO in 2024, after more than two decades advising retirement plan sponsors and individuals. She is responsible for advancing the firm's strategic vision and fostering a collaborative culture.
Heather Wonderly’s longest registration is the current one, 18 years at Aldrich Wealth, Limited Partnership since 2008. Before joining Aldrich Wealth, Limited Partnership in 2008, Heather Wonderly was registered through Akt Wealth Advisors, LP and KMS Financial Services, Inc.
- Aldrich Wealth LPCurrent– present · 18 yearsLake Oswego, OR · Adviser representative · Firm CRD 147200
- Akt Wealth Advisors, LP– · 3 yearsLake Oswego, OR · Adviser representative · Firm CRD 108769
- KMS Financial Services, Inc– · 2 yearsScappoose, OR · Adviser representative · Firm CRD 3866
Professional designations
Listed by Aldrich Wealth, Limited Partnership
- AIF®
- CPFA™
Investment adviser representative registrations
Heather Wonderly is registered as an investment adviser representative in 2 states. The first approvals date from June 2008; the most recent is California, in March 2021.
- CaliforniaSince 15 March 2021
- OregonSince 23 June 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 April 2001 |
| Series 7 | General Securities Representative Examination | 26 February 2001 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Heather M.K. Wonderly
- CRD
- 4322015
- Firm
- Aldrich Wealth, Limited Partnership · CRD 147200
- Role
- President/Principal
- Office
- 5665 SW MEADOWS RD, SUITE 200, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- September 2002
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Heather Wonderly work?
Heather Wonderly has been President/Principal of Aldrich Wealth, Limited Partnership since September 2024, and is a control person of the firm.
Is Heather Wonderly a financial advisor?
Yes. Heather Wonderly has a current investment-adviser registration in California and Oregon, through Aldrich Wealth, Limited Partnership since June 2008.
How many years of experience does Heather Wonderly have?
Heather Wonderly has 24 years in the financial industry, since September 2002, across 3 adviser firms.
What exams has Heather Wonderly passed?
Heather Wonderly has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2001.
Where did Heather Wonderly work before Aldrich Wealth, Limited Partnership?
Before Aldrich Wealth, Limited Partnership, Heather Wonderly was registered through KMS Financial Services, Inc, August 2002 to February 2005.
Where is Heather Wonderly based?
Heather Wonderly’s registered office is in Lake Oswego, OR.
Is Heather Wonderly registered with FINRA?
No. Heather Wonderly has no current broker registration.
How can I verify Heather Wonderly’s record?
Search CRD 4322015 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heather Wonderly’s full registration record.
