Nicole Rice has been Principal of Aldrich Wealth, Limited Partnership since January 2019, 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.
Nicole Rice is Partner + Chief Growth Officer of Aldrich Wealth LP. In that role she pursues new opportunities that align with the firm's strategic growth initiatives. Her work spans wealth management, retirement planning, tax accounting, design and implementation of non-qualified benefit plans, insurance and qualified benefit plans.
- Aldrich Wealth LPCurrent– present · 14 yearsLake Oswego, OR · Adviser representative · Firm CRD 147200
Professional designations
Listed by Aldrich Wealth, Limited Partnership
- Certified Public Accountant
Investment adviser representative registrations
Nicole Rice is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from September 2012; the most recent is Texas, in January 2020.
- OregonSince 20 September 2012
- TexasResidentSince 6 January 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 November 2008 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Nicole Raemaeker Rice
- CRD
- 5608643
- 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
- June 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Nicole Rice work?
Nicole Rice has been Principal of Aldrich Wealth, Limited Partnership since January 2019, and is a control person of the firm.
Is Nicole Rice a financial advisor?
Yes. Nicole Rice has a current investment-adviser registration in Oregon and Texas, through Aldrich Wealth, Limited Partnership since September 2012.
How many years of experience does Nicole Rice have?
Nicole Rice has 15 years in the financial industry, since June 2011, across 1 adviser firm.
What exams has Nicole Rice passed?
Nicole Rice passed the Series 65 in November 2008.
Where did Nicole Rice work before Aldrich Wealth, Limited Partnership?
Before Aldrich Wealth, Limited Partnership, Nicole Rice was registered through Akt Wealth Advisors, LP, November 2008 to March 2010.
Where is Nicole Rice based?
Nicole Rice’s registered office is in Lake Oswego, OR.
Is Nicole Rice registered with FINRA?
No. Nicole Rice has no current broker registration.
How can I verify Nicole Rice’s record?
Search CRD 5608643 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Nicole Rice’s full registration record.
