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Wealth Manager • Lake Oswego, United States

Aldrich Wealth

Aldrich Wealth is a wealth manager based in Lake Oswego, United States. Verified contact details, AUM data, and investment preferences on FindLPs.

$2.0B
Assets Under Mgmt
Wealth Manager
Investor Type
Lake Oswego, United States
Headquarters
About

Aldrich Wealth

A fee only registered investment advisory firm focusing on a variety of financial services and investment management for high net worth individuals, as well as services to corporate retirement plans.

Investment Focus

What Aldrich Wealth Invests In

Investment types: Joint Venture/Partner, Venture Capital, Private Equity, Asset Disposition

Sectors & themes: Wealth & Estate Planning, Trust Management, Legal & Tax Services, Investment Management, Debt Management, Charitable Investments Finance, Financial Services, High-Level Sectors, Non-Profit

Preferred geographies: United States, United Kingdom, Emerging Markets, Europe, Canada, Australia/New Zealand, Asia/Pacific, Africa, Global, Latin America

Location: 5665 Sw Meadows Rd., Suite 200\nLake Oswego\nOregon\n97035\nUnited States

Contact Aldrich Wealth

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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.