ALDRICH WEALTH, LIMITED PARTNERSHIP of LAKE OSWEGO, OR is an SEC-registered investment adviser (CRD 147200). Regulatory assets under management: $7.6B.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Kevin Scott Barchus | PRINCIPAL | — |
| Darin Earl Richards | CHIEF INVESTMENT OFFICER/PRINCIPAL | — |
| Abbey Rollins | PRINCIPAL | — |
| Carl James Pinkard | PRINCIPAL/VICE PRESIDENT | — |
| Heather MK Wonderly | PRESIDENT/PRINCIPAL | — |
| Nicole Raemaeker Rice | PRINCIPAL | — |
| Luan Drosso Dollens | CCO | — |
| Lucas Harper Zettle | CHIEF FINANCIAL OFFICER | — |
| Kayla Kristine Cook | PRINCIPAL | — |
| BARCHUS KEVIN SCOTT | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL; PRESIDENT/PRINCIPAL; PRINCIPAL | — |
| TATONE STEPHEN MICHAEL | VICE PRESIDENT | — |
| DANIELS TOBY JAY | PRINCIPAL | — |
| RICHARDS DARIN EARL | CHIEF INVESTMENT OFFICER/PRINCIPAL | — |
| MITCHELL RICHARD ALAN | BOARD MEMBER | — |
| ZIEKY CHARLEEN RACHEL | PRINCIPAL | — |
| PINKARD CARL JAMES | PRINCIPAL; PRINCIPAL/VICE PRESIDENT | — |
| STIMPSON JAIME KATHRYN | PRINCIPAL | — |
| WONDERLY HEATHER MK | PRESIDENT/PRINCIPAL; PRINCIPAL | — |
| RICE NICOLE RAEMAEKER | PRINCIPAL | — |
| MCMILLAN SHIRLEY ANN HUANG | CHIEF OPERATING OFFICER | — |
| DOLLENS LUAN DROSSO | CCO | — |
| ROLLINS ABBEY | PRINCIPAL | — |
| Heather M.K. Wonderly | PRESIDENT/PRINCIPAL | — |
| City | State | Employees | Phone |
|---|---|---|---|
| CARLSBAD | CA | 3 | 760-431-8440 |
| CARLSBAD | CA | 3 | 760-431-8440 |
| SAN DIEGO | CA | 1 | 619-810-4940 |
| SPOKANE | WA | 1 | 509-455-8173 |
| SAN DIEGO | CA | 1 | 619-810-4940 |
| SPOKANE | WA | 1 | 509-455-8173 |
| SALEM | OR | 0 | 503-575-7774 |
| SALEM | OR | 0 | 503-575-7774 |