ALDRICH WEALTH, LIMITED PARTNERSHIP
Legal name: ALDRICH WEALTH LP
CRD #147200 SEC #801-69190 LAKE OSWEGO, OR 503-620-5329
SEC Registered
Total AUM
$6.5B
Discretionary
$6B
Employees
46
Clients
25
Accounts
2,435
Firm Details
- Organization Type
- Limited Partnership
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| AKT GROUP LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| ALDRICH SERVICES LLP | DE | GENERAL PARTNER | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRINCIPAL | NA | Control |
| BARCHUS, KEVIN, SCOTT | I | PRINCIPAL | NA | Control |
| COOK, KAYLA, KRISTINE | I | PRINCIPAL | NA | |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DANIELS, TOBY, JAY | I | PRINCIPAL | NA | Control |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| DOLLENS, LUAN, DROSSO | I | CCO | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MCMILLAN, SHIRLEY ANN HUANG | I | CHIEF OPERATING OFFICER | NA | |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| MITCHELL, RONALD, ALAN | I | BOARD MEMBER | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| PINKARD, CARL, JAMES | I | PRINCIPAL/VICE PRESIDENT | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICE, NICOLE, RAEMAEKER | I | PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| RICHARDS, DARIN, EARL | I | CHIEF INVESTMENT OFFICER/PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| ROLLINS, ABBEY | I | PRINCIPAL | NA | Control |
| STIMPSON, JAIME, KATHRYN | I | PRINCIPAL | NA | Control |
| STIMPSON, JAIME, KATHRYN | I | PRINCIPAL | NA | Control |
| STIMPSON, JAIME, KATHRYN | I | PRINCIPAL | NA | Control |
| STIMPSON, JAIME, KATHRYN | I | PRINCIPAL | NA | Control |
| STIMPSON, JAIME, KATHRYN | I | PRINCIPAL | NA | Control |
| STIMPSON, JAIME, KATHRYN | I | PRINCIPAL | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| TATONE, STEPHEN, MICHAEL | I | VICE PRESIDENT | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRESIDENT/PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRESIDENT/PRINCIPAL | NA | Control |
| WONDERLY, HEATHER, M.K. | I | PRESIDENT/PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| ZIEKY, CHARLEEN, RACHEL | I | PRINCIPAL | NA | Control |
| Zettle, Lucas, Harper | I | CHIEF FINANCIAL OFFICER | NA | |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| AKT SERVICES, LLP | DE | LIMITED PARTNER | E | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | B | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | B | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | B | Control |
| BARCHUS, KEVIN, SCOTT | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/PRINCIPAL | B | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (16)
AK AZ CA CO FL ID LA MI MO MT NE NH OR TX UT WA
Address
5665 SW MEADOWS RDSUITE 200
LAKE OSWEGO, OR 97035
United States
Phone: 503-620-5329