SEC Form ADV · CIK 1837869

ALDRICH WEALTH LP

Registered Investment AdviserOR
$7.6B
Assets Under Management
2,477
Total Clients
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Registration Details

CIK
1837869
Accession
CRD-147200
Location
LAKE OSWEGO, OR
Filing Date
March 5, 2026
AUM
$7.6B
Total Clients
2,477
Amendment
No

About this Adviser

ALDRICH WEALTH LP is a registered investment adviser headquartered in LAKE OSWEGO, OR, managing approximately $7.6B in assets across 2,477 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.