Aldrich Wealth LP
Aldrich Wealth LP is a multi-family office headquartered in Portland, United States. Founded in 1998, the firm grew out of Aldrich CPAs + Advisors after its partners sought a dedicated platform to manage proceeds from client liquidity events.
Aldrich Wealth LP
Aldrich Wealth LP is a multi-family office headquartered in Portland, United States. Founded in 1998, the firm grew out of Aldrich CPAs + Advisors after its partners sought a dedicated platform to manage proceeds from client liquidity events. That professional-services heritage anchors its capital base and informs an integrated approach to investment management, financial planning, and tax advisory for affluent families and business owners.
General information
Firm type
Multi Family Office
Year founded
1998
AUM
—
Location
Region
North America
Country
—
City
Lake Oswego
Corporate office
—
Frequently asked questions
What is Aldrich Wealth LP?
Aldrich Wealth LP is a multi family office headquartered in Lake Oswego.
When was Aldrich Wealth LP founded?
Aldrich Wealth LP was founded in 1998.
Where is Aldrich Wealth LP headquartered?
Aldrich Wealth LP is headquartered in Lake Oswego, in the North America region.
What does Altss track for Aldrich Wealth LP?
Altss maintains an OSINT-verified profile of Aldrich Wealth LP covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Aldrich Wealth LP's website?
Aldrich Wealth LP's public website is wealthadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Aldrich Wealth LP?
Aldrich Wealth LP is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Aldrich Wealth LP?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Aldrich Wealth LP?
Aldrich Wealth LP's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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