Aldrich Wealth LP Revenue and Competitors
Estimated Revenue & Valuation
- Aldrich Wealth LP's estimated annual revenue is currently $10M per year.
- Aldrich Wealth LP's estimated revenue per employee is $189,000
Employee Data
- Aldrich Wealth LP has 53 Employees.
- Aldrich Wealth LP grew their employee count by 6% last year.
Aldrich Wealth LP's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Chief Compliance Officer | Reveal Email/Phone |
2 | CIO | Reveal Email/Phone |
3 | Chief Operating Officer | Reveal Email/Phone |
4 | Director Operations | Reveal Email/Phone |
5 | Director Investments | Reveal Email/Phone |
6 | Director Portfolio Management | Reveal Email/Phone |
7 | Director | Reveal Email/Phone |
8 | Partner + Director Corporate Retirement Plans | Reveal Email/Phone |
9 | Director Financial Planning | Reveal Email/Phone |
10 | Client Services Manager, Corporate Retirement Plans | Reveal Email/Phone |
Aldrich Wealth LP Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $83.7M | 319 | 0% | N/A | N/A |
#2 | $116.8M | 445 | 7% | N/A | N/A |
#3 | N/A | 5065 | 3% | N/A | N/A |
#4 | $10M | 53 | 6% | N/A | N/A |
#5 | $6.9M | 41 | N/A | N/A | N/A |
#6 | $8.1M | 48 | -29% | N/A | N/A |
#7 | $55M | 238 | -2% | N/A | N/A |
#8 | $11.1M | 61 | -10% | $20.7M | N/A |
#9 | $22.5M | 107 | 1% | N/A | N/A |
#10 | $7.7M | 46 | 7% | N/A | N/A |
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).
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Total Funding
53
Number of Employees
$10M
Revenue (est)
6%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Lake Oswego
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $7.6M | 53 | -20% | N/A |
#2 | $7.6M | 56 | -5% | N/A |
#3 | $8.8M | 56 | 14% | N/A |
#4 | $7.8M | 58 | 5% | N/A |
#5 | $3.5M | 58 | 23% | N/A |