Lucas Zettle is not listed as a control person, but directly owns under 5% of Aldrich Wealth, Limited Partnership. Lucas Zettle holds a BBA in accounting from the University of Portland.
Aldrich Wealth, Limited Partnership is an investment adviser based in Lake Oswego, OR, registered with the SEC since 2008. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. Its regulatory assets under management total $7.62 billion, as filed on 5 March 2026. Its fees, ownership and offices are on the firm’s profile.
Lucas Zettle is Partner of Aldrich Services LLP. His career in accounting and finance spans over 15 years. Before assuming the role of Chief Financial Officer at Aldrich, he held financial positions at a local Portland software company.
- CRD
- 7454558
- Firm
- Aldrich Wealth, Limited Partnership · CRD 147200
- Role
- Chief Financial Officer
- In role since
- November 2017 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Lake Oswego, OR
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Lucas Zettle work?
Lucas Zettle has been Chief Financial Officer of Aldrich Wealth, Limited Partnership since November 2017.
How can I verify Lucas Zettle’s record?
Lucas Zettle’s role is listed on Aldrich Wealth, Limited Partnership’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 147200.
