Aldrich Wealth
Financial Services in United States
Overview
Aldrich Wealth is an independent, fee-based Registered Investment Advisory firm providing integrated financial services to business owners, high net worth individuals and families, and corporate retirement plans. Our integrated approach places our client’s goals at the center and brings together wealth management, financial and estate planning, tax advisory, and corporate retirement plans to support informed financial decision-making and long-term planning.
Founded in 1998, we have over $7.4 billion in assets under advisement as of December 31, 2025. Aldrich Wealth is part of the Aldrich group of companies, alongside Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions.
Tagline
Protecting and growing your financial assets for the future.
EMPLOYEES
11-50 employees
FOUNDED
1998
HQ
Lake Oswego, OR
TYPE
Partnership
Location
- Street
- 5665 SW Meadows Road, Suite 200
- City
- Lake Oswego
- Region
- OR
- Postal code
- 97035
- Country
- United States
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FAQ
What is the company name?
wealthadvisors.com is the website of Aldrich Wealth.
What is the industry of the company?
Aldrich Wealth (wealthadvisors.com) is in the Financial Services industry.
What products and services does the company offer?
Aldrich Wealth (wealthadvisors.com) lists these specialties: Private Wealth Management, Investment Management, Financial Planning, Estate Planning, Charitable Giving, Corporate Retirement Plans, Tax Consulting, Fiduciary Governance, Wealth Transfer, and Family Office.
When was the company founded?
Aldrich Wealth (wealthadvisors.com) was founded in 1998.
How many employees does the company have?
Aldrich Wealth (wealthadvisors.com) has 11-50 employees.
What is the company type?
The company type of Aldrich Wealth (wealthadvisors.com) is Partnership.
Where is the company headquartered?
Aldrich Wealth (wealthadvisors.com) is headquartered in Lake Oswego, OR.
What is the address of the company?
The address of Aldrich Wealth (wealthadvisors.com) is 5665 SW Meadows Road, Suite 200, Lake Oswego, OR, 97035, United States.
What are the social media accounts of the company?
The social media account of Aldrich Wealth (wealthadvisors.com) is LinkedIn.
Social media