Fee-OnlyFinder

Aldrich Wealth LP

Financial planning in Lake Oswego, OR

SEC registeredNo commissions reported

Call (503) 620-5329Send a messageMap ↗

Public-record details

Address
5665 Sw Meadows Rd, Suite 200, Lake Oswego, OR 97035
Phone
(503) 620-5329
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Aldrich Wealth, Limited Partnership
CRD number
147200
Registration
SEC registered since 2008-05-27
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers
Regulatory assets under management
$7.6 billion
Accounts managed
2,477
Clients reported (Form ADV 5.D)
782
Individual / high-net-worth clients
264 / 387
Employees
42
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-03-05

SEC registered investment adviser, CRD 147200, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Lake Oswego

Aerodigm Wealth LLC5885 Meadows Road, Suite 200 · Lake Oswego, OR 97035 · (503) 697-4118 · Financial planningCRD 282312 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedAllium Financial Advisors, LLC310 N State Street, Suite 208 · Lake Oswego, OR 97034 · (877) 487-6860 · Financial planningCRD 288462 · % of assets, Hourly charges, Fixed fees · $733.5 million AUMSEC registeredNo commissions reportedBoz & Company LLC525 3rd St, Suite 200 · Lake Oswego, OR 97034 · (855) 790-2317 · Financial planningCRD 167851 · % of assets, Hourly charges, Fixed fees · $15.9 million AUMState registeredNo commissions reportedBridge City Capital, LLCOne Centerpointe Drive, Suite 565 · Lake Oswego, OR 97035 · (503) 265-8554 · % of assets managedCRD 148828 · % of assets · $354.7 million AUMSEC registeredNo commissions reportedCedar Mountain Advisors, LLC5285 Meadows Rd, Suite 360 · Lake Oswego, OR 97035 · (503) 224-6868 · Financial planningCRD 140339 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedCgc Financial Services5 Centerpointe Dr Suite 550 · Lake Oswego, OR 97035 · (503) 670-1958 · Financial planningCRD 155446 · % of assets · $875.8 million AUMSEC registeredNo commissions reportedCwc Advisors, LLC5800 Meadows Road, Suite 230 · Lake Oswego, OR 97035 · (503) 968-0950 · Financial planningCRD 127739 · % of assets, Fixed fees · $445.3 million AUMSEC registeredNo commissions reportedD. Mattersdorff LLC393 N. State Street · Lake Oswego, OR 97034 · (510) 842-6060 · Financial planningCRD 134150 · % of assets, Hourly charges · $61.9 million AUMState registeredNo commissions reported

All 34 in Lake Oswego →