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 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.

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

S. M.
Tax Manager
Mobile Phone
Email
Oct 22, 2024
J. H.
Senior Investment Strategist
Mobile Phone
Email
United StatesOregon
Jan 13, 2026
M. L.
Senior Trader
Mobile Phone
Email
United StatesOregon
Jun 11, 2026
M. M.
Senior Investment Analyst
Mobile Phone
Email
United StatesOregon
Mar 07, 2024
A. B.
Sr. Client Service Specialist
Mobile Phone
Email
United StatesOregon
May 28, 2026
L. H.
Senior Client Services Specialist
Mobile Phone
Email
United StatesMassachusetts
Jan 12, 2026
T. H.
Senior Financial Planner
Mobile Phone
Email
Aug 06, 2024
T. R.
Senior Financial Planner
Mobile Phone
Email
United StatesOregon
Jul 01, 2025
D. H.
Retirement Plan Consultant
Mobile Phone
Email
United StatesOregon
Nov 11, 2025
G. H.
Portfolio Analyst
Mobile Phone
Email
United StatesOregon
Jun 07, 2025

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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