Aldrich Wealth LP
Legal Name: ALDRICH WEALTH LP
5665 SW MEADOWS RD, SUITE 200, LAKE OSWEGO, OR
Full Contact Details
Other Info
Aldrich Wealth LP is legally known as ALDRICH WEALTH LP. It is an OR Limited Partnership. This firm has 25 employees, of which 17 are employees in advisory roles. It serves 66 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of May 27, 2008.
Direct Owners
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AKT SERVICES, LLP
LIMITED PARTNER owns 75% or more
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ALDRICH SERVICES LLP
GENERAL PARTNER owns less than 5%
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CARL JAMES PINKARD
PRINCIPAL/VICE PRESIDENT owns less than 5%
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DARIN EARL RICHARDS
CHIEF INVESTMENT OFFICER/PRINCIPAL owns less than 5%
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HEATHER M.K. WONDERLY
PRINCIPAL owns less than 5%
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KEVIN SCOTT BARCHUS
PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL owns less than 5%
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