What departments does Aldrich Wealth have?

Aldrich Wealth has employees across 4 departments including Business Development, Accounting, Finance, Banking.

What is the largest department at Aldrich Wealth?

The largest department at Aldrich Wealth is Business Development with 1 employees.

Where are Aldrich Wealth employees located globally?

Aldrich Wealth has employees across 2 continents and 2 countries including India, United States Of America.

How has Aldrich Wealth's team size changed over time?

Aldrich Wealth's team has decreased from approximately 51 to 42 employees based on available data.

Aldrich Wealth Employee Directory

Financial ServicesOregon, United States11-50 Employees

Aldrich Wealth operates as an independent, fee-based registered investment adviser within the financial services sector. It delivers integrated financial services to business owners, high-net-worth individuals and families, and corporate retirement plans, combining wealth management with financial planning, estate planning, and tax advisory. The firm is based in Lake Oswego, Oregon, and was founded in 1998.

It sits within the Aldrich group of companies, alongside related practices such as Aldrich CPAs + Advisors, Aldrich Capital, and Aldrich Solutions. As of December 31, 2025, Aldrich Wealth oversees more than $7.4 billion in assets under advisement.

Aldrich Wealth Global Highlights

North America
60

United States Of America
60

Asia
1

India
1

Aldrich Wealth's Leadership

D. D.
Vice President Member
Mobile Phone
Email
M. L.
Partner
Mobile Phone
Email
A. K.
Senior Wealth Manager & Business Development Lead
Mobile Phone
Email
K. W.
Wealth Manager
Mobile Phone
Email
K. W. C.
Wealth Manager
Mobile Phone
Email
S. M.
Tax Manager
Mobile Phone
Email
J. S.
Principal
Mobile Phone
Email
T. H.
Senior Financial Planner
Mobile Phone
Email

Aldrich Wealth Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Business
Business Development
Community & Social Services
Other
Consultant

Contact profiles from Aldrich Wealth

Name

Title

Contact Info

Location

Last Update

M. L.
Partner
Mobile Phone
Email
Oct 17, 2024
D. D.
Vice President Member
Mobile Phone
Email
Oct 17, 2024
A. K.
Senior Wealth Manager & Business Development Lead
Mobile Phone
Email
Oct 28, 2024
K. W.
Wealth Manager
Mobile Phone
Email
Mar 07, 2024
K. W. C.
Wealth Manager
Mobile Phone
Email
Mar 07, 2024
S. M.
Tax Manager
Mobile Phone
Email
Oct 22, 2024
J. S.
Principal
Mobile Phone
Email
Oct 23, 2024
T. H.
Senior Financial Planner
Mobile Phone
Email
Aug 06, 2024
T. S.
Financial Planner
Mobile Phone
Email
Apr 21, 2026

Frequently Asked Questions

What is Aldrich Wealth known for?

Aldrich Wealth was founded in 1998 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-503-620-****

. Explore Aldrich Wealth's company overview page for more information.

What is Aldrich Wealth's most common email format?

Aldrich Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Aldrich Wealth email formats with LeadIQ.

How many employees does Aldrich Wealth have currently?

Aldrich Wealth has approximately 45 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Aldrich Wealth's key employees and leadership?

As of July 2026, Aldrich Wealth's key employees include:

Vice President Member: D. D.
Partner: M. L.
Senior Wealth Manager & Business Development Lead: A. K.
Wealth Manager: K. W.
Wealth Manager: K. W. C.

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Aldrich Wealth Employee Directory

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