Aldrich Wealth, Limited Partnership provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 11–25 clients last fiscal year.
Aldrich Wealth, Limited Partnership reports 782 clients. They include 387 high-net-worth individuals, 264 individual clients, and 113 pension and profit-sharing plans. Of its assets, 84.2% ($6.41B across 2,458 accounts) are managed with discretion; $1.2B across 19 accounts are not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 34% | 1% |
| High-net-worth individuals | 49% | 63% |
| Pension and profit-sharing plans | 14% | 29% |
| Charitable organizations | <1% | 4% |
| Other investment advisers | Fewer than 5 | 2% |
| Other client typesCorporations and other businesses | 2% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 264 | $109M | 1.4% | $414K |
| High-net-worth individuals | 387 | $4.77B | 62.7% | $12.3M |
| Pension and profit-sharing plans | 113 | $2.24B | 29.4% | $19.8M |
| Charitable organizations | 3 | $311M | 4.1% | $104M |
| Other investment advisers | Fewer than 5 | $128M | 1.7% | — |
| Corporations and other businesses | 15 | $59.9M | 0.8% | $3.99M |
| Total | 782 | $7.62B | 100% | — |
- Clients
- 264
- Regulatory AUM
- $109M
- AUM share
- 1.4%
- Avg. per client
- $414K
- Clients
- 387
- Regulatory AUM
- $4.77B
- AUM share
- 62.7%
- Avg. per client
- $12.3M
- Clients
- 113
- Regulatory AUM
- $2.24B
- AUM share
- 29.4%
- Avg. per client
- $19.8M
- Clients
- 3
- Regulatory AUM
- $311M
- AUM share
- 4.1%
- Avg. per client
- $104M
- Clients
- Fewer than 5
- Regulatory AUM
- $128M
- AUM share
- 1.7%
- Avg. per client
- —
- Clients
- 15
- Regulatory AUM
- $59.9M
- AUM share
- 0.8%
- Avg. per client
- $3.99M
Total
- Clients
- 782
- Regulatory AUM
- $7.62B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Aldrich Wealth, Limited Partnership charges 0.60%–1.00% a year for its Private Wealth Services. The fee is billed in advance, is negotiable and has a $10,000 annual minimum. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone financial planning is billed at $2,500 per plan; consulting is billed hourly at $150 to $500 or at a fixed fee.
- Short Duration Solutions
- Clients pay an annual fee of 0.35% on all assets held within the specified Short Duration Solutions account.
Akt Services, LLP owns 75% or more of Aldrich Wealth, Limited Partnership. The leadership team of Aldrich Wealth, Limited Partnership includes President Carl Pinkard, Chief Investment Officer Darin Richards and Chief Financial Officer Lucas Zettle. It has 42 employees, 26 of them in advisory roles.
Leadership
Carl PinkardPrincipal/Vice President
Heather WonderlyPresident/Principal
Lucas ZettleChief Financial Officer
Kevin BarchusPrincipal
Kayla CookPrincipal
Luan DollensCCO
Nicole RicePrincipal
Darin RichardsChief Investment Officer/Principal
Abbey RollinsPrincipal
Investment adviser representatives
28 representatives listed in the SEC register as of 9 October 2026.
- Tavin Logan Blair
- Jarrod Taylor Brooksher
- Marcus William David
- Jackson O'Neill Davis
- Grace Isabel Hornecker
- Daniel Jason Horowitz
- Anthony Joseph Hutchinson
- Ryan Alexander Martinez
- Casey Alan McKillip
- Christopher Stewart McNabb
- Kathy Jean Peterson
- Neil Plein
- Tawny Marie Ramones
- Yule Derek Schrock
- Isaiah Richard Smith
- Joseph Edward Strauss
- Erik Kristopher Strong
- Clarissa Sandrine Tawel
- Christopher John Van Dyke
- Kelsey Emerson Walker
Staff
- 42 employees
- 26 in advisory functions
- 27 state-registered reps
- 1 broker-dealer rep
- 2 soliciting firms
- Owns 75% or more of Aldrich Wealth, Limited Partnership
Akt Services, LLP
Control person · since January 2002
Aldrich Wealth, Limited Partnership’s regulatory assets grew 1.8× from $4.16B (March 2021) to $7.62B (March 2026); clients rose from 714 to 782 and employees from 32 to 42.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $7.62B | 782 | 42 | 5 |
| Mar 2025March 2025 | $6.47B | 857 | 46 | 5 |
| Mar 2024March 2024 | $5.57B | 732 | 40 | 4 |
| Mar 2023March 2023 | $4.56B | 733 | 38 | 4 |
| Jun 2022June 2022 | $4.77B | 770 | 33 | 4 |
| Mar 2021March 2021 | $4.16B | 714 | 32 | 4 |
Besides its headquarters, Aldrich Wealth, Limited Partnership has 4 offices, with 5 listed addresses across 3 states.
California · 2 listed addresses
- 1903 Wright Place #180, Carlsbad
- 7676 Hazard Center Drive, San Diego
Oregon · 2 listed addresses
- 5665 SW Meadows RD, Suite 200, Lake OswegoHQ
- 4275 Commerical St., Se, Salem
Washington · 1 listed address
- 601 W 1st Ave, Spokane
Contact and registration details
- Legal name
- Aldrich Wealth, Limited Partnership
- Headquarters
- 5665 SW Meadows RD, Suite 200, Lake Oswego, OR 97035
- Website
- wealthadvisors.com
- Phone
- 503-620-5329
- @aldrich-wealth
- SEC file
- 801-69190
- Structure
- Oregon limited partnership
- Fiscal year end
- December
Aldrich Wealth, Limited Partnership’s named custodians for separately managed accounts are Charles Schwab ($4.35B, 79%) and Great-West Trust ($1.16B, 21%). Aldrich Wealth, Limited Partnership has custody of $662M for 731 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $4.35B79%
- Great-West TrustGreat-West Trust Company LLC · Greenwood Village, CO · $1.16B21%
At year end, Aldrich Wealth, Limited Partnership’s separately managed accounts were mostly in funds (63%) and stocks (22%).
What the accounts hold
- Stocks22%
- Funds63%
- Registered funds46%
- Pooled vehicles17%
- Bonds11%
- State and local bonds6%
- U.S. government and agency bonds3%
- Investment grade corporate bonds2%
- Cash4%
How many clients does Aldrich Wealth, Limited Partnership have?
Aldrich Wealth, Limited Partnership has 782 clients and manages $7.62 billion for them, as of March 2026. They include 387 high-net-worth individuals, 264 individual clients, and 113 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Aldrich Wealth, Limited Partnership offer?
Aldrich Wealth, Limited Partnership provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Aldrich Wealth, Limited Partnership charge?
Aldrich Wealth, Limited Partnership charges 0.60%–1.00% a year for its Private Wealth Services. The fee is billed in advance, is negotiable and has a $10,000 annual minimum.
Which custodians does Aldrich Wealth, Limited Partnership use?
Aldrich Wealth, Limited Partnership’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $4.35B and Great-West Trust Company LLC (Greenwood Village, CO), with $1.16B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Aldrich Wealth, Limited Partnership have?
Aldrich Wealth, Limited Partnership has 27 investment adviser representatives registered with state securities authorities, out of 42 employees, and 26 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 0 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Aldrich Wealth, Limited Partnership invest in?
At the end of its last fiscal year, Aldrich Wealth, Limited Partnership’s separately managed accounts held 46% registered funds (mutual funds, ETFs, BDCs), 22% exchange-traded equities, 17% pooled vehicles (private funds and similar), 6% state and local bonds, 4% cash and equivalents, 3% U.S. government and agency bonds and 2% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Aldrich Wealth, Limited Partnership?
Aldrich Wealth, Limited Partnership’s direct owner is Akt Services, LLP (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Aldrich Wealth, Limited Partnership get paid?
Aldrich Wealth, Limited Partnership is paid through a percentage of assets under management, hourly charges, fixed fees and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Aldrich Wealth, Limited Partnership?
Aldrich Wealth, Limited Partnership’s main office is at 5665 SW Meadows RD, Suite 200, Lake Oswego, OR 97035. Its phone number is 503-620-5329. Its website is wealthadvisors.com.