Aldrich Wealth Revenue
Financial Services • 
Lake Oswego, Oregon, United States • 21-50 Employees
Aldrich Wealth revenue & valuation
| Annual revenue | $4,106,640 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $13,200,000 |
| Total funding | No funding |
Key Contacts at Aldrich Wealth
Chris Van Dyke
Managing Director Private Investments
Scott Barchus
Founder Of Aldrich Wealth, Partner + Co-Director Of Aldrich Family Office
Kathy Peterson
Director Of Corporate Retirement Plans
Tawny Ramones
Director Of Financial Planning
Mark Parsons
Director Of Operations
Karen E. Price
Director Of Operations
Halil Karatekin
Zone Director
Company overview
| Headquarters | 5665 SW Meadows Road, Suite 200, Lake Oswego, OR 97035, US |
| Phone number | +18882993102 |
| Website | |
| NAICS | 52 |
| Keywords | Private Wealth Management, Family Office, Wealth Transfer, Financial Planning, Estate Planning, Investment Management, Tax Consulting, Charitable Giving, Fiduciary Governance, Corporate Retirement Plans |
| Founded | 1998 |
| Employees | 21-50 |
| Socials |
Aldrich Wealth Email Formats
Aldrich Wealth uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@wealthadvisors.com), used 51.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@wealthadvisors.com | 55.7% |
{first name}.{last name} | john.doe@wealthadvisors.com | 19.2% |
{first name}{last name} | johndoe@wealthadvisors.com | 17.3% |
{first initial}{second initial}{last name} | jodoe@wealthadvisors.com | 3.8% |
About Aldrich Wealth
We understand modern-day wealth management. In a global economy, in a time marked by economic complexity, we help our clients protect and grow their financial assets for tomorrow, by enabling them to make smart financial decisions today. Aldrich Wealth is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $6 billion in assets under management.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Aldrich Wealth has 26 employees across 6 departments.
Departments
Number of employees
Funding Data
Aldrich Wealth has never raised funding before.
Aldrich Wealth Tech Stack
Discover the technologies and tools that power Aldrich Wealth's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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