Aldrich Wealth, Limited Partnership
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 147200
· SEC file 801-69190
· Lake Oswego, OR
· ALDRICHADVISORS.COM
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ADV data as of Mar 05, 2026
- Regulatory AUM
- $7.6B
- Discretionary
- $6.4B
- Clients
- 782
- Avg AUM / client
- $9.7M
- Accounts
- 2,477
- Employees
- 42
AUM over time
$500M
$7.6B
Nov 2011
Dec 2025
Annual snapshots from Form ADV filings · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 264 | $109M | 1.43% |
| High net worth individuals | 387 | $4.8B | 62.7% |
| Pension and profit sharing plans | 113 | $2.2B | 29.4% |
| Charitable organizations | 3 | $311M | 4.09% |
| Other investment advisers | Fewer than 5 clients | $128M | 1.68% |
| Corporations and other businesses | 15 | $59.9M | 0.79% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Scott Barchus | Principal | Personal Financial Specialist | Jun 1998 (28y) | Less than 5% |
| Darin Earl Richards | Chief Investment Officer/Principal | CFA | Apr 2004 (22y) | Less than 5% |
| Carl James Pinkard | Principal/Vice President | CFP | Jun 2008 (18y) | Less than 5% |
| Abbey Rollins | Principal | CFP | Jun 2008 (18y) | Less than 5% |
| Heather M.K. Wonderly | President/Principal | Jun 2008 (18y) | Less than 5% | |
| Nicole Raemaeker Rice | Principal | Sep 2012 (14y) | Less than 5% | |
| Luan Drosso Dollens | Cco | May 2022 (4y) | Less than 5% | |
| Neil Plein | Registered representative | Jun 2013 (13y) | ||
| Kayla Kristine Cook | Registered representative | CFP | Jan 2015 (12y) | |
| Casey Alan Mckillip | Registered representative | Jul 2017 (9y) | ||
| Tawny Marie Ramones | Registered representative | CFP | Apr 2020 (6y) | |
| Christopher John Van Dyke | Registered representative | CFA | Jan 2021 (6y) | |
| Erik Kristopher Strong | Registered representative | Feb 2021 (5y) | ||
| Isaiah Richard Smith | Registered representative | CFP | Mar 2021 (5y) | |
| Kelsey Emerson Walker | Registered representative | CFP | May 2021 (5y) | |
| Jackson O'neill Davis | Registered representative | CFP | Mar 2022 (4y) | |
| Daniel Jason Horowitz | Registered representative | Aug 2022 (4y) | ||
| Joseph Edward Strauss | Registered representative | CFA | Dec 2022 (4y) | |
| Clarissa Sandrine Tawel | Registered representative | Jan 2023 (4y) | ||
| Christopher Stewart Mc Nabb | Registered representative | CFP | Apr 2023 (3y) | |
| Anthony Joseph Hutchinson | Registered representative | CFA | Oct 2024 (2y) | |
| Yule Derek Schrock | Registered representative | Dec 2024 (2y) | ||
| Kathy Jean Peterson | Registered representative | Jan 2025 (2y) | ||
| Marcus William David | Registered representative | May 2025 (1y) | ||
| Jarrod Taylor Brooksher | Registered representative | CFP | Jun 2025 (1y) | |
| Ryan Alexander Martinez | Registered representative | Jan 2026 (1y) | ||
| Grace Isabel Hornecker | Registered representative | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Akt Services, Llp | Limited Partner | Jan 2002 | A | 75% or more |
| Aldrich Services Llp | General Partner | Sep 2007 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (18)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| North Santiam Paving Co. 401(k) Profit Sharing Plan | North Santiam Paving Company | 88 | $10.7M | 03/01/2024 |
| Hope Orthopedics Of Oregon 401(k) Profit Sharing Plan | Willamette Orthopedic Group, Llc | 0 | $0 | 01/01/2024 |
| Consumer Cellular Inc 401(k) Profit Sharing Plan & Trust | Consumer Cellular Inc | 2,594 | $56.0M | 01/01/2024 |
| Pence Construction 401(k) Plan | Lcg Pence, Llc | 149 | $20.3M | 01/01/2024 |
| Otak Inc. 401 K Employee Savings Plan | Otak Inc. | 323 | $45.0M | 01/01/2024 |
| Erickson Hall Construction Company 401(k) Profit Sharing Plan And Trust | Erickson Hall Construction Company | 210 | $26.2M | 01/01/2024 |
| Powin Energy Operating Llc 401(k) Plan | Powin Energy Operating Llc | 493 | $23.1M | 01/01/2024 |
| Tcwglobal 401(k) Plan | Wmbe Payrolling Inc | 5,332 | $25.9M | 01/01/2024 |
| The Meduri Farms, Inc. Retirement Plan | Meduri Farms, Inc. | 192 | $10.7M | 01/01/2024 |
| Eye Health Northwest, P.C. 401(k) Profit Sharing Plan And Trust | Eye Health Northwest, P.C. | 473 | $92.9M | 01/01/2024 |
| Oregon Anesthesiology Group, P.C. 401(k) Profit Sharing Plan | Oregon Anesthesiology Group, P.C. | 195 | $386M | 01/01/2024 |
| Rlc Profit Sharing 401(k) Plan | Roger Langeliers Construction Co. | 312 | $29.4M | 01/01/2024 |
| Guardian Management Llc 401(k) Plan | Guardian Management Llc | 215 | $7.1M | 01/01/2024 |
| Sunshine Retirement Living Llc 401(k) Plan | Sunshine Retirement Living Llc | 1,273 | $6.9M | 01/01/2024 |
| Veca 401(k) Savings Plan | Veca Electric & Technologies, Llc | 331 | $38.0M | 01/01/2024 |
| Schoolmint, Inc. 401(k) Profit Sharing Plan And Trust | Schoolmint, Inc. | 95 | $5.7M | 01/01/2024 |
| Coastal Farm & Home Supply, Llc 401(k) Plan | Coastal Farm & Home Supply, Llc | 686 | $10.5M | 01/01/2024 |
| The Salem Radiology Consultants, P.C Retirement Plan | Salem Radiology Consultants, P.C | 98 | $54.0M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $4.4B (57% of AUM) Mar 2026
- Great West Trust Company, Llc $1.2B (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗