What is Aldrich Wealth's NAICS code?

Aldrich Wealth's NAICS code is 52 (Finance and Insurance).

Insights

Scale opportunity Aldrich Wealth operates with 11-50 employees and manages substantial assets under advisement exceeding 7.4 billion, indicating potential upsell for advanced advisory solutions, enhanced financial planning tools, and scalable tech integrations as they grow.

Integrated services The firm emphasizes an integrated approach across wealth management, tax advisory, estate planning, and corporate retirement plans, suggesting opportunities to cross-sell specialized planning products, tax optimization services, and retirement plan enhancements.

Tech-forward Current tech stack includes Cloudflare, OpenAI, WP Engine and other modern tools, signaling openness to AI-driven client insights, automation, and cybersecurity enhancements to improve client experience and efficiency.

AUM growth potential With over $7.4B in assets under advisement and a revenue range of 50–100 million, there may be room to offer scaled investment platforms, performance analytics, or advisor productivity solutions to support continued AUM growth.

Adjacent services fit Affiliation with the Aldrich group (CPAs, capital, solutions) suggests a natural pathway for bundled offerings, referral partnerships, and joint marketing to penetrate high-net-worth individuals and corporate retirement markets.

Similar companies to Aldrich Wealth

Aldrich Wealth Tech Stack

Aldrich Wealth uses 8 technology products and services including Cloudflare, OpenAI, TweenMax, and more. Explore Aldrich Wealth's tech stack below.

Cloudflare
Content Management System
OpenAI
Generative Ai
TweenMax
Javascript Frameworks
WP Engine
Platform As A Service
Paylocity
Recruitment Marketing
Yoast SEO
Search Engines
reCAPTCHA
Security
Animate.css
UI Frameworks

Aldrich Wealth's Email Address Formats

Aldrich Wealth uses at least 2 format(s):

Aldrich Wealth Email Formats	Example	Percentage
FLast@artemiswa.com	JDoe@artemiswa.com	71%
Last@artemiswa.com	Doe@artemiswa.com	11%
Middle@artemiswa.com	Michael@artemiswa.com	12%
FL@artemiswa.com	JD@artemiswa.com	6%
FLast@wealthadvisors.com	JDoe@wealthadvisors.com	100%

Frequently Asked Questions

What is Aldrich Wealth's phone number?

You can contact Aldrich Wealth's main corporate office by phone at

+1-503-620-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Aldrich Wealth's official website and social media links?

Aldrich Wealth's official website is wealthadvisors.com and has social profiles on LinkedIn.

How much revenue does Aldrich Wealth generate?

As of July 2026, Aldrich Wealth's annual revenue is estimated to be $50M - $100M.

What is Aldrich Wealth's SIC code NAICS code?

Aldrich Wealth's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52 - Finance and Insurance.

How many employees does Aldrich Wealth have currently?

As of July 2026, Aldrich Wealth has approximately 45 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Member: D. D.Partner: M. L.Senior Wealth Manager & Business Development Lead: A. K.. Explore Aldrich Wealth's employee directory with LeadIQ.

What industry does Aldrich Wealth belong to?

Aldrich Wealth operates in the Financial Services industry.

What technology does Aldrich Wealth use?

Aldrich Wealth's tech stack includes CloudflareOpenAITweenMaxWP EnginePaylocityYoast SEOreCAPTCHAAnimate.css.

What is Aldrich Wealth's email format?

Aldrich Wealth's email format typically follows the pattern of FLast@artemiswa.com. Find more Aldrich Wealth email formats with LeadIQ.

When was Aldrich Wealth founded?

Aldrich Wealth was founded in 1998.

Aldrich Wealth

Q: What is Aldrich Wealth's official website and social media links?

Aldrich Wealth's official website is wealthadvisors.com. Aldrich Wealth has social profiles on LinkedIn.

Q: How many employees does Aldrich Wealth have currently?

Aldrich Wealth has approximately 45 employees.

Q: What technology does Aldrich Wealth use?

Aldrich Wealth's tech stack includes Pantheon, Facebook, MySQL, HubSpot, Gravity Forms.

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.