Key facts
- ALDRICH WEALTH LP is a other based in LAKE OSWEGO, OR.
- ALDRICH WEALTH LP reports $396K in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 147200- Regulatory AUM
- $396K
- Private fund assets
- —
- Private funds
- —
- Staff
- 42
- Registered office
- LAKE OSWEGO, OR
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as ALDRICH WEALTH, LIMITED PARTNERSHIP).
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Portfolio
Portfolio — not yet on record
No portfolio companies for ALDRICH WEALTH LP are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is ALDRICH WEALTH LP's AUM?
- ALDRICH WEALTH LP manages approximately $396K in assets.