What departments does Aldrich Wealth have?

Aldrich Wealth has employees across 6 departments including Finance, Operations, Marketing, Consultant, Analytics.

What is the largest department at Aldrich Wealth?

The largest department at Aldrich Wealth is Finance with 8 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

Q: Who are Aldrich Wealth's key employees and leadership?

Aldrich Wealth's key employees include: President + Ceo: H. W., Chief Growth Officer: N. R., Chief Compliance Officer: L. D., Founder Of Aldrich Wealth, Partner + Co-Director Of Aldrich Family Office: S. B..

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
2

India
2

Aldrich Wealth's Leadership

N. R.
Chief Growth Officer
Mobile Phone
Email
L. D.
Chief Compliance Officer
Mobile Phone
Email
H. W.
President + Ceo
Mobile Phone
Email
S. B.
Founder Of Aldrich Wealth, Partner + Co-Director Of Aldrich Family Office
Mobile Phone
Email
K. C.
Partner + Lead Advisor
Mobile Phone
Email
A. R.
Partner + Lead Advisor
Mobile Phone
Email
C. V. D.
Managing Director Private Investments
Mobile Phone
Email
K. P.
Director Of Corporate Retirement Plans
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

N. R.
Chief Growth Officer
Mobile Phone
Email
United StatesOregon
Feb 13, 2026
H. W.
President + Ceo
Mobile Phone
Email
United StatesOregon
May 06, 2026
K. C.
Partner + Lead Advisor
Mobile Phone
Email
United States
Mar 07, 2024
L. D.
Chief Compliance Officer
Mobile Phone
Email
United StatesOregon
Nov 18, 2025
A. R.
Partner + Lead Advisor
Mobile Phone
Email
United StatesArkansas
Oct 17, 2025
C. V. D.
Managing Director Private Investments
Mobile Phone
Email
United StatesArkansas
Apr 13, 2026
K. P.
Director Of Corporate Retirement Plans
Mobile Phone
Email
United StatesOregon
Nov 18, 2025
T. R.
Director Of Financial Planning
Mobile Phone
Email
United StatesOregon
May 14, 2026
M. P.
Director Of Operations
Mobile Phone
Email
United StatesOregon
Jan 12, 2026
K. E. P.
Director Of Operations
Mobile Phone
Email
United StatesOregon
Apr 16, 2026

Frequently Asked Questions

What is Aldrich Wealth known for?

Aldrich Wealth was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 5665 Southwest Meadows Road Suite 200 Lake Oswego, Oregon 97035 United States; 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 June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Aldrich Wealth's key employees and leadership?

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

Chief Growth Officer: N. R.
Chief Compliance Officer: L. D.
President + Ceo: H. W.
Founder Of Aldrich Wealth, Partner + Co-Director Of Aldrich Family Office: S. B.
Partner + Lead Advisor: K. C.

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Aldrich Wealth Employee Directory

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