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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $6.5B | $6B | $476.6M | 46 | 4 |
| Jan 2025 | $5.6B | $5.1B | $441.3M | 40 | 4 |
| Oct 2024 | $5.6B | $5.1B | $441.3M | 40 | 4 |
| Mar 2024 | $5.6B | $5.1B | $441.3M | 40 | 4 |
| Aug 2023 | $4.6B | $4.2B | $346.8M | 38 | 4 |
| Aug 2023 | $4.6B | $4.2B | $346.8M | 38 | 4 |
| Mar 2023 | $4.6B | $4.2B | $346.8M | 38 | 4 |
| Dec 2022 | $4.8B | $4.5B | $309.1M | 33 | 4 |
| Jun 2022 | $4.8B | $4.5B | $309.1M | 33 | 4 |
| Apr 2022 | $4.8B | $4.5B | $309.1M | 33 | 4 |
| Mar 2022 | $4.8B | $4.5B | $309.1M | 33 | 4 |
| Mar 2021 | $4.2B | $3.5B | $614.2M | 32 | 4 |
| Nov 2020 | $2B | $1.5B | $525M | 29 | 70 |
| Jul 2020 | $2B | $1.5B | $525M | 29 | 70 |
| Jun 2020 | $2B | $1.5B | $525M | 29 | 70 |
| Mar 2020 | $2B | $1.5B | $525M | 29 | 70 |
| Mar 2019 | $1.6B | $1.2B | $438.5M | 25 | 66 |
| May 2018 | $1.2B | $1.1B | $126.3M | 25 | 57 |
| Mar 2018 | $1.3B | $1.1B | $223.4M | 26 | 57 |
| Jan 2017 | $930.3M | $898.3M | $32M | 26 | 600 |
| Nov 2016 | $840.2M | $815.1M | $25.1M | 24 | 600 |
| Jul 2016 | $840.2M | $815.1M | $25.1M | 24 | 600 |
| Mar 2016 | $840.2M | $815.1M | $25.1M | 24 | 600 |
| Mar 2015 | $788M | $701.7M | $86.2M | 19 | 500 |
| Mar 2014 | $674.2M | $526.7M | $147.6M | 18 | 200 |
| Mar 2013 | $584M | $451.9M | $132.1M | 19 | 200 |
| Dec 2012 | $500.1M | $370.2M | $129.9M | 19 | 200 |
| Mar 2012 | $500.1M | $370.2M | $129.9M | 11 | 200 |
| Nov 2011 | $514.4M | $323.6M | $190.8M | 11 | 251 |
| Mar 2011 | $514.4M | $323.6M | $190.8M | -- | -- |
| Mar 2010 | $232M | $230M | $2M | -- | -- |
| Mar 2009 | $205.5M | $188M | $17.5M | -- | -- |
DateMar 2025
Total AUM$6.5B
Discretionary$6B
Non-Disc.$476.6M
Employees46
Clients4
DateJan 2025
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$441.3M
Employees40
Clients4
DateOct 2024
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$441.3M
Employees40
Clients4
DateMar 2024
Total AUM$5.6B
Discretionary$5.1B
Non-Disc.$441.3M
Employees40
Clients4
DateAug 2023
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$346.8M
Employees38
Clients4
DateAug 2023
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$346.8M
Employees38
Clients4
DateMar 2023
Total AUM$4.6B
Discretionary$4.2B
Non-Disc.$346.8M
Employees38
Clients4
DateDec 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$309.1M
Employees33
Clients4
DateJun 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$309.1M
Employees33
Clients4
DateApr 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$309.1M
Employees33
Clients4
DateMar 2022
Total AUM$4.8B
Discretionary$4.5B
Non-Disc.$309.1M
Employees33
Clients4
DateMar 2021
Total AUM$4.2B
Discretionary$3.5B
Non-Disc.$614.2M
Employees32
Clients4
DateNov 2020
Total AUM$2B
Discretionary$1.5B
Non-Disc.$525M
Employees29
Clients70
DateJul 2020
Total AUM$2B
Discretionary$1.5B
Non-Disc.$525M
Employees29
Clients70
DateJun 2020
Total AUM$2B
Discretionary$1.5B
Non-Disc.$525M
Employees29
Clients70
DateMar 2020
Total AUM$2B
Discretionary$1.5B
Non-Disc.$525M
Employees29
Clients70
DateMar 2019
Total AUM$1.6B
Discretionary$1.2B
Non-Disc.$438.5M
Employees25
Clients66
DateMay 2018
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$126.3M
Employees25
Clients57
DateMar 2018
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$223.4M
Employees26
Clients57
DateJan 2017
Total AUM$930.3M
Discretionary$898.3M
Non-Disc.$32M
Employees26
Clients600
DateNov 2016
Total AUM$840.2M
Discretionary$815.1M
Non-Disc.$25.1M
Employees24
Clients600
DateJul 2016
Total AUM$840.2M
Discretionary$815.1M
Non-Disc.$25.1M
Employees24
Clients600
DateMar 2016
Total AUM$840.2M
Discretionary$815.1M
Non-Disc.$25.1M
Employees24
Clients600
DateMar 2015
Total AUM$788M
Discretionary$701.7M
Non-Disc.$86.2M
Employees19
Clients500
DateMar 2014
Total AUM$674.2M
Discretionary$526.7M
Non-Disc.$147.6M
Employees18
Clients200
DateMar 2013
Total AUM$584M
Discretionary$451.9M
Non-Disc.$132.1M
Employees19
Clients200
DateDec 2012
Total AUM$500.1M
Discretionary$370.2M
Non-Disc.$129.9M
Employees19
Clients200
DateMar 2012
Total AUM$500.1M
Discretionary$370.2M
Non-Disc.$129.9M
Employees11
Clients200
DateNov 2011
Total AUM$514.4M
Discretionary$323.6M
Non-Disc.$190.8M
Employees11
Clients251
DateMar 2011
Total AUM$514.4M
Discretionary$323.6M
Non-Disc.$190.8M
Employees--
Clients--
DateMar 2010
Total AUM$232M
Discretionary$230M
Non-Disc.$2M
Employees--
Clients--
DateMar 2009
Total AUM$205.5M
Discretionary$188M
Non-Disc.$17.5M
Employees--
Clients--