{"url":"https://nivawealth.com/firms/aldrich-wealth-limited-partnership-147200","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147200","regulatoryAum":7615331850,"crd":"147200","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"3013155","suffix":null,"lastName":"BARCHUS","firstName":"KEVIN","middleName":"SCOTT"},{"crd":"7347358","suffix":null,"lastName":"Blair","firstName":"Tavin","middleName":"Logan"},{"crd":"6598298","suffix":null,"lastName":"Brooksher","firstName":"Jarrod","middleName":"Taylor"},{"crd":"5991691","suffix":null,"lastName":"COOK","firstName":"KAYLA","middleName":"KRISTINE"},{"crd":"8081621","suffix":null,"lastName":"David","firstName":"Marcus","middleName":"William"},{"crd":"7510997","suffix":null,"lastName":"Davis","firstName":"Jackson","middleName":"O'Neill"},{"crd":"2109538","suffix":null,"lastName":"DOLLENS","firstName":"LUAN","middleName":"DROSSO"},{"crd":"8252673","suffix":null,"lastName":"Hornecker","firstName":"Grace","middleName":"Isabel"},{"crd":"7603025","suffix":null,"lastName":"Horowitz","firstName":"Daniel","middleName":"Jason"},{"crd":"6160910","suffix":null,"lastName":"Hutchinson","firstName":"Anthony","middleName":"Joseph"},{"crd":"8203397","suffix":null,"lastName":"Martinez","firstName":"Ryan","middleName":"Alexander"},{"crd":"5375910","suffix":null,"lastName":"MCKILLIP","firstName":"CASEY","middleName":"ALAN"},{"crd":"7292806","suffix":null,"lastName":"McNabb","firstName":"Christopher","middleName":"Stewart"},{"crd":"1987268","suffix":null,"lastName":"PETERSON","firstName":"KATHY","middleName":"JEAN"},{"crd":"4596300","suffix":"II","lastName":"PINKARD","firstName":"CARL","middleName":"JAMES"},{"crd":"5818453","suffix":null,"lastName":"PLEIN","firstName":"NEIL","middleName":null},{"crd":"7247095","suffix":null,"lastName":"Ramones","firstName":"Tawny","middleName":"Marie"},{"crd":"5608643","suffix":null,"lastName":"RICE","firstName":"NICOLE","middleName":"RAEMAEKER"},{"crd":"3152370","suffix":null,"lastName":"RICHARDS","firstName":"DARIN","middleName":"EARL"},{"crd":"4431168","suffix":null,"lastName":"ROLLINS","firstName":"ABBEY","middleName":null},{"crd":"8012698","suffix":null,"lastName":"Schrock","firstName":"Yule","middleName":"Derek"},{"crd":"7324692","suffix":null,"lastName":"Smith","firstName":"Isaiah","middleName":"Richard"},{"crd":"6664089","suffix":null,"lastName":"Strauss","firstName":"Joseph","middleName":"Edward"},{"crd":"4842093","suffix":null,"lastName":"STRONG","firstName":"ERIK","middleName":"KRISTOPHER"},{"crd":"6799943","suffix":null,"lastName":"Tawel","firstName":"Clarissa","middleName":"Sandrine"},{"crd":"6933170","suffix":null,"lastName":"VAN 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Aldrich Wealth, Limited Partnership have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Aldrich Wealth, Limited Partnership offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Aldrich Wealth, Limited Partnership charge?","answer":"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.","source":"ALDRICH WEALTH FORM ADV 2A_2026, filed 5 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Aldrich Wealth, Limited Partnership use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Aldrich Wealth, Limited Partnership have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Aldrich Wealth, Limited Partnership invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Aldrich Wealth, Limited Partnership?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Aldrich Wealth, Limited Partnership get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Aldrich Wealth, Limited Partnership?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}