# Aldrich Wealth LP

> Aldrich Wealth LP is an SEC-registered investment advisory firm in Lake Oswego, OR, registered since 2008, reporting over $5 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 147200
- Filed as: ALDRICH WEALTH LP
- Legal name: Aldrich Wealth, Limited Partnership
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Lake Oswego, OR
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/147200
- AdvisorCensus page: https://advisorcensus.com/firm/aldrich-wealth-lp-lake-oswego-or-147200

## Quick answers

**How is Aldrich Wealth LP compensated?**
On its Form ADV (Item 5.E, October 2026), Aldrich Wealth LP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**Where is Aldrich Wealth LP located?**
Aldrich Wealth LP's principal office is in Lake Oswego, OR, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Aldrich Wealth LP registered with the SEC or a state?**
Aldrich Wealth LP is an SEC-registered investment advisory firm, registered since 2008. Status as filed: Approved. CRD 147200.

**How much does Aldrich Wealth LP manage?**
Aldrich Wealth LP reports $7,615,331,850 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (84% discretionary).

**How have Aldrich Wealth LP's assets and staff changed since 2021?**
In the Form ADV data for Aldrich Wealth LP: Regulatory assets under management: $4,159,850,754 in the October 2021 data and $7,615,331,850 in the October 2026 data, up 83%. Total employees: 32 in October 2021 and 42 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Aldrich Wealth LP serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (387); individuals (other than high net worth individuals) (264); pension and profit sharing plans (but not the plan participants or government pension plans) (113).

**Which custodians does Aldrich Wealth LP use?**
Aldrich Wealth LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Great-West Trust Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Aldrich Wealth LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/147200

**What changed in Aldrich Wealth LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 29 to 26. Regulatory assets under management went from $6,466,230,295 to $7,615,331,850 (+18%). Changed its office addresses in Salem, OR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated March 5, 2026)

- Minimum annual fee: $10,000

> *Minimum Annual Fee Requirement : A minimum annual advisory fee of $10,000 applies to each client relationship.

> Due to our $10,000 minimum annual advisory fee per client relationship, we may generally avoid relationships where fees could be considered excessive, though we may waive the minimum in our discretion .

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Great-West Trust Company LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $7,615,331,850
- Discretionary: $6,412,231,464
- Non-discretionary: $1,203,100,386

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 264 | $109,251,908 |
| High net worth individuals | 387 | $4,771,017,559 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 113 | $2,236,350,570 |
| Charitable organizations | 3 | $311,213,530 |
| Other investment advisers | Fewer than 5 | $127,598,941 |
| Corporations or other businesses not listed above | 15 | $59,899,342 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2008 (18 years)
- Employees: 42 total, 26 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AZ, CA, CO, FL, ID, LA, MI, MO, MT, NE, NH, OH, OR, TX, UT, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Carlsbad, CA
- Salem, OR
- San Diego, CA
- Spokane, WA

### Websites listed on Form ADV (Item 1.I)
- aldrichadvisors.com/WEALTH-MANAGEMENT
- wealthadvisors.com
- Instagram @aldrichwealth
- LinkedIn @ALDRICH-WEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $4,159,850,754 | 32 | March 24, 2021 |
| October 2022 | $4,774,644,173 | 33 | June 23, 2022 |
| October 2023 | $4,563,375,940 | 38 | August 30, 2023 |
| October 2024 | $5,572,244,811 | 40 | March 26, 2024 |
| October 2025 | $6,466,230,295 | 46 | March 24, 2025 |
| October 2026 | $7,615,331,850 | 42 | March 5, 2026 |

Regulatory assets under management: $4,159,850,754 in the October 2021 data and $7,615,331,850 in the October 2026 data, up 83%.
Total employees: 32 in October 2021 and 42 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 29 to 26.
- Regulatory assets under management went from $6,466,230,295 to $7,615,331,850 (+18%).
- Changed its office addresses in Salem, OR.

### March 2026
- Registered or notice-filed in OH.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Aldrich Wealth LP (CRD 147200): Form ADV filing data as of October 2026.