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Aldrich Wealth
Aldrich Wealth: multi-family office and RIA with over $7B AUA, built inside the top-70 CPA firm Aldrich.
Aldrich Wealth
Aldrich Wealth was founded within the broader Aldrich group in 1973, a Salem, Oregon-based professional services ecosystem that now ranks among the 70 largest US accounting firms. The wealth arm evolved to serve the business owners and executives that Aldrich CPAs + Advisors engaged across the Western United States. CEO Heather Wonderly leads a partner-owned structure in which over 30 individual partners hold stakes through the holding company AKT Services, LLP — a model that ties the firm’s leadership directly to its client base without external private equity ownership. The firm manages over $7 billion in total assets under advisement, running an investment strategy that blends traditional portfolio construction with direct real estate exposure and developed theses around digital assets and gold. Aldrich Wealth Real Estate Advisory targets mixed-use properties across the Western United States, giving clients an avenue for physical asset allocation beyond REITs. On the digital side, the firm has built an articulated strategy for crypto assets and gold, reflecting a posture that treats hard and digital stores of value as portfolio diversification tools rather than speculative bets. The practice is supported by the institutional infrastructure of the Aldrich group's seven other offices, with footprint concentrated in Oregon, California, and Alaska. Professionals at Aldrich Wealth have been recognized by the National Association of Plan Advisors as 'Top Retirement Plan Advisors,' signaling a deep competency in corporate retirement plans that runs adjacent to family-office services. The firm's family-office division, co-directed by Partner Abbey Rollins alongside the CIO, provides the tax, estate, and concierge coordination that multi-generational business families require. The Aldrich umbrella also includes Aldrich Capital Advisors LP for transaction advisory and Aldrich Solutions LLC for technology consulting — adjacent resources a family-office client can access without leaving the operating ecosystem. In 2026, the firm earned the ClearlyRated Best of Accounting Award for client service excellence. Aldrich Wealth occupies a distinct position: a family-office practice built inside a professional services partnership, without a single-family fortune driving its origin or direction. Every partner carries a book of business and a balance-sheet stake, an architecture that resists the consolidation pressure facing private-equity-backed RIAs. For the business owners who form its core clientele, that means an advisory team whose incentive structure mirrors their own — profit interests aligned across tax, wealth management, and transaction advice delivered from one integrated platform.
General information
Firm type
Multi Family Office
Year founded
1973
AUM
Over $7 billion in assets under advisement (per the firm)
Location
Region
North America
Country
United States
City
Salem
Corporate office
Salem, OR, United States
Additional offices
San Diego, CA · Carlsbad, CA · Portland, OR · Anchorage, AK
Principals
Heather Wonderly
CEO
Darin Richards
Partner and Chief Investment Officer
Abbey Rollins
Partner and Co-Director of Aldrich Wealth Family Office
Sector focus
Frequently asked questions
Who runs investment decisions at Aldrich Wealth?
Darin Richards serves as a Partner and the firm's Chief Investment Officer, setting the investment strategy across traditional portfolios, real estate, and digital assets. The firm operates under the partner-ownership structure of AKT Services, meaning investment policy reflects the consensus of more than 30 equity-holding partners rather than a single principal. Heather Wonderly, as CEO, owns the overall P&L and strategic direction of the RIA.
Is Aldrich Wealth a single-family office or does it serve multiple families?
Aldrich Wealth operates as a multi-family office, serving multiple families from its base inside the Aldrich group of companies. The family-office division is co-directed by Partner Abbey Rollins and sits alongside the wealth management and retirement plan advisory practices. There is no single founding family fortune behind the firm — the partner group owns the holding company AKT Services.
Does Aldrich Wealth have a dedicated real estate investment arm?
Yes. Aldrich Wealth Real Estate Advisory targets mixed-use properties across the Western United States, functioning as a direct real estate allocation channel for clients. This sits separate from the firm's broader portfolio construction work and gives families a way to own physical property with professional oversight from within the same advisory relationship.
How does the firm integrate with the rest of the Aldrich group of companies?
Clients of the wealth management and family-office practice can access the full Aldrich ecosystem: Aldrich CPAs + Advisors for tax and accounting, Aldrich Capital Advisors for M&A and transaction support, and Aldrich Solutions for technology consulting. The structure is designed so that a business owner can run their corporate and personal financial life through one integrated contract without external advisors.
What is the ownership structure of Aldrich Wealth?
Aldrich Wealth is part of a group of companies ultimately owned by AKT Services, LLP, a holding company controlled by over 30 individual partners. This means the people managing client relationships also own pieces of the enterprise — a design that aligns advisor retention and long-term client outcomes without outside institutional capital or a sunset sale on a fixed timeline.
What investment posture does Aldrich Wealth take on digital assets and gold?
The firm has built an articulated strategy for digital assets and gold, treating them as store-of-value and portfolio diversification tools. Rather than offering a pure-play crypto fund, Aldrich layers these exposures into the asset allocation framework it manages for business-owner families, who often arrive with concentrated operating-company risk and need non-correlated diversifiers.
Does Aldrich Wealth manage corporate retirement plans alongside family-office mandates?
Yes. The firm has a substantial retirement plan advisory practice — multiple advisors have been recognized as top retirement plan advisors by the National Association of Plan Advisors. For business-owner clients, this means the same team can manage the company's 401(k) plan, the founder's personal wealth, and the family's real estate and estate planning in one coordinated effort.
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