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ALDRICH WEALTH, LIMITED PARTNERSHIP, CRD 147200
LAKE OSWEGO, OR
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| CARL JAMES PINKARD | Certified Financial Planner | CARLSBAD, CA | 18 | 23 | 4 | yes |
| DARIN EARL RICHARDS | Chartered Financial Analyst | LAKE OSWEGO, OR | 18 | 27 | 1 | no |
| ABBEY ROLLINS | Certified Financial Planner | LAKE OSWEGO, OR | 18 | 24 | 3 | no |
| HEATHER M.K. WONDERLY | n/a | LAKE OSWEGO, OR | 18 | 25 | 2 | no |
| NICOLE RAEMAEKER RICE | n/a | LAKE OSWEGO, OR | 13 | 17 | 1 | no |
| NEIL PLEIN | n/a | LAKE OSWEGO, OR | 13 | 15 | 1 | no |
| KAYLA KRISTINE COOK | Certified Financial Planner | LAKE OSWEGO, OR | 11 | 13 | n/a | no |
| CASEY ALAN MCKILLIP | n/a | LAKE OSWEGO, OR | 9 | 18 | 1 | no |
| Tawny Marie Ramones | Certified Financial Planner | LAKE OSWEGO, OR | 6 | 12 | n/a | no |
| CHRISTOPHER JOHN VAN DYKE | Chartered Financial Analyst | LAKE OSWEGO, OR | 5 | 14 | n/a | no |
| ERIK KRISTOPHER STRONG | n/a | CARLSBAD, CA | LAKE OSWEGO, OR | 5 | 21 | 3 | no |
| Isaiah Richard Smith | Certified Financial Planner | LAKE OSWEGO, OR | 5 | 16 | n/a | no |
| KELSEY EMERSON WALKER | Certified Financial Planner | LAKE OSWEGO, OR | 5 | 10 | n/a | no |
| Jackson O'Neill Davis | Certified Financial Planner | LAKE OSWEGO, OR | 4 | 15 | n/a | no |
| LUAN DROSSO DOLLENS | n/a | LAKE OSWEGO, OR | 4 | 35 | 2 | no |
| Daniel Jason Horowitz | n/a | LAKE OSWEGO, OR | 4 | 13 | n/a | no |
| Joseph Edward Strauss | Chartered Financial Analyst | LAKE OSWEGO, OR | 3 | 10 | 2 | no |
| Clarissa Sandrine Tawel | n/a | LAKE OSWEGO, OR | Carlsbad, CA | 3 | 11 | 3 | no |
| Christopher Stewart McNabb | Certified Financial Planner | LAKE OSWEGO, OR | 3 | 10 | 1 | no |
| Anthony Joseph Hutchinson | Chartered Financial Analyst | LAKE OSWEGO, OR | 1 | 13 | n/a | no |
| KEVIN SCOTT BARCHUS | Personal Financial Specialist | LAKE OSWEGO, OR | 1 | 28 | 1 | no |
| Yule Derek Schrock | n/a | LAKE OSWEGO, OR | 1 | 10 | n/a | no |
| KATHY JEAN PETERSON | n/a | LAKE OSWEGO, OR | 1 | 36 | n/a | no |
| Marcus William David | n/a | LAKE OSWEGO, OR | 1 | 10 | n/a | no |
| Jarrod Taylor Brooksher | Certified Financial Planner | San Diego, CA | LAKE OSWEGO, OR | Carlsbad, CA | 1 | 10 | 3 | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| AKT SERVICES, LLP | LIMITED PARTNER | E | yes | 01/2002 | Mar 5, 2026 | Mar 5, 2026 |
| ALDRICH SERVICES LLP | GENERAL PARTNER | Na | yes | 09/2007 | Mar 5, 2026 | Mar 5, 2026 |
| BARCHUS, KEVIN, SCOTT | Principal | Na | yes | 06/1998 | Mar 5, 2026 | Mar 5, 2026 |
| PINKARD, CARL, JAMES | PRINCIPAL/VICE PRESIDENT | Na | yes | 01/2013 | Mar 5, 2026 | Mar 5, 2026 |
| RICE, NICOLE, RAEMAEKER | Principal | Na | yes | 01/2019 | Mar 5, 2026 | Mar 5, 2026 |
| RICHARDS, DARIN, EARL | CHIEF INVESTMENT OFFICER/PRINCIPAL | Na | yes | 04/2004 | Mar 5, 2026 | Mar 5, 2026 |
| ROLLINS, ABBEY | Principal | Na | yes | 01/2022 | Mar 5, 2026 | Mar 5, 2026 |
| WONDERLY, HEATHER, M.K. | PRESIDENT/PRINCIPAL | Na | yes | 09/2024 | Mar 22, 2019 | Oct 9, 2024 |
| COOK, KAYLA, KRISTINE | Principal | Na | no | 01/2025 | Mar 5, 2026 | Mar 5, 2026 |
| DOLLENS, LUAN, DROSSO | Cco | Na | no | 01/2023 | Mar 5, 2026 | Mar 5, 2026 |
| Zettle, Lucas, Harper | CHIEF FINANCIAL OFFICER | Na | no | 11/2017 | Mar 5, 2026 | Mar 5, 2026 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| AKT BUSINESS SERVICES PVT LTD | n/a | n/a | n/a | N | yes | n/a |
| ALDRICH CAPITAL ADVISORS LP | n/a | n/a | n/a | N | yes | n/a |
| ALDRICH CPA'S AND ADVISORS LLP | n/a | n/a | n/a | N | yes | n/a |
| ALDRICH RETIREMENT SOLUTIONS LP | n/a | n/a | n/a | N | yes | n/a |
| PACIFIC COAST CAPITAL, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Carlsbad | CA | United States | 5 | yes |
| SAN DIEGO | CA | United States | 0 | no |
| Salem | Or | United States | 0 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 5, 2026 | $7.6B | $6.4B | 42 | 26 | 4 | n/a | n/a |
| 2024 | Mar 24, 2025 | $6.5B | $6.0B | 46 | 29 | 4 | n/a | n/a |
| 2023 | Mar 26, 2024 | $5.6B | $5.1B | 40 | 27 | 3 | n/a | n/a |
| 2022 | Mar 29, 2023 | $4.6B | $4.2B | 38 | 24 | 3 | n/a | n/a |
| 2021 | Mar 31, 2022 | $4.8B | $4.5B | 33 | 23 | 3 | n/a | n/a |
| 2020 | Mar 24, 2021 | $4.2B | $3.5B | 32 | 21 | 3 | n/a | n/a |
| 2019 | Mar 30, 2020 | $2.0B | $1.5B | 29 | 21 | 3 | n/a | n/a |
| 2018 | Mar 22, 2019 | $1.6B | $1.2B | 25 | 17 | 3 | n/a | n/a |
| 2017 | Mar 30, 2018 | $1.3B | $1.1B | 26 | 16 | 3 | n/a | n/a |
| 2016 | Jan 30, 2017 | $930M | $898M | 26 | 17 | n/a | n/a | n/a |
| 2015 | Mar 30, 2016 | $840M | $815M | 24 | 17 | n/a | n/a | n/a |
| 2014 | Mar 30, 2015 | $788M | $702M | 19 | 14 | n/a | n/a | n/a |
| 2013 | Mar 27, 2014 | $674M | $527M | 18 | 12 | n/a | n/a | n/a |
| 2012 | Mar 27, 2013 | $584M | $452M | 19 | 12 | n/a | n/a | n/a |
| 2011 | Mar 29, 2012 | $500M | $370M | n/a | n/a | n/a | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 1 | 2 | -1 | 7.1% | 1 | 1 | 0 | 6 | 8 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $7.6B | $6.5B | 17.8% | $4.6B | 18.6% | 42 | 46 | 4 | 4 |