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Aldrich Wealth LP Revenue and Competitors

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Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Aldrich Wealth LP's estimated annual revenue is currently $11M per year.(i)
  • Aldrich Wealth LP's estimated revenue per employee is $189,000

Employee Data

  • Aldrich Wealth LP has 58 Employees.(i)
  • Aldrich Wealth LP grew their employee count by 9% last year.

Aldrich Wealth LP's People

NameTitleEmail/Phone
1
President + CEOReveal Email/Phone
2
Chief Compliance OfficerReveal Email/Phone
3
CIOReveal Email/Phone
4
Director OperationsReveal Email/Phone
5
Director InvestmentsReveal Email/Phone
6
Director, Executive BenefitsReveal Email/Phone
7
Partner + Director Corporate Retirement PlansReveal Email/Phone
8
Director Financial PlanningReveal Email/Phone
9
Client Services Manager, Corporate Retirement PlansReveal Email/Phone
10
Wealth ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$86.9M3314%N/AN/A
#2
$133.4M50814%N/AN/A
#3
N/A60783%N/AN/A
#4
$11M589%N/AN/A
#5
$8.2M49N/AN/AN/A
#6
$5.4M32-33%N/AN/A
#7
$52.4M227-5%N/AN/A
#8
$11.7M64-10%$20.7MN/A
#9
$25.4M12113%N/AN/A
#10
$8.4M509%N/AN/A
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What Is Aldrich Wealth LP?

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, formerly known as AKT Wealth Advisors, provides investment management, consulting and financial planning services to its clients, which are geographically located primarily in California and Oregon. Aldrich Wealth was formed in 1998 and has grown tremendously and continuously since its inception. We are a Registered Investment Adviser (RIA).

keywords:N/A

N/A

Total Funding

58

Number of Employees

$11M

Revenue (est)

9%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$7.8M5826%N/A
#2
$13.7M623%N/A
#3
$12.3M620%N/A
#4
$3.5M627%N/A
#5
N/A6357%N/A