Aldrich Wealth
Accounting for Legal Practices · Oregon, United States · 201-500 Employees
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Overview
Headquarters
5665 Meadows Rd Ste 200, Lake Oswego, Or...Phone Number
(503) 620-4489Website
www.aldrichadvisors.comRevenue
$154.7 MillionIndustry
ZI Rank: 1
Signal Type
Dec
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Feb
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May
ZI Rank
2
3
1
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1
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About Aldrich Wealth
Aldrich is an accounting, wealth and consulting firm providing tax, audit and employee benefit plans in Portland, San Diego, Salem, Carlsbad and Anchorage.Explore more
Aldrich Wealth Org Chart
MP
Controller
KS
Outsourced Accounting Controller (CAS)
LC
Controller
RP
Outsourced Accounting Services Controller
DJ
Controller (Client Accounting Services & Outs...
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Company Profile Activity
Activity Insights
Aldrich Wealth is experiencing very low activity levels compared to other companies in the Business Services sector.
What does this means?
Aldrich Wealth is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Aldrich Wealth.
Aldrich Wealth financials insights
Gather financial insights about Aldrich Wealth, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$2M
Aldrich Wealth Tech Stack
A closer look at the technologies used by Aldrich Wealth
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Most Recent Scoops
Facilities Relocation / Expansion
Aldrich Wealth is planning to move offices in September 2025. The move will impact employees at the existing office located at 680 Hawthorne Avenue Se, Suite 140, Salem, OR.
Facilities Relocation/Expansion
Facilities Relocation / Expansion
Aldrich Wealth is planning to move offices in March 2025. The move will impact approximately 60 employees at the existing office located at 680 Hawthorne Ave Se, Suite #140, Salem, OR.
Facilities Relocation/Expansion
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Promotion
Executive Move
Aldrich Wealth has announced that Jace Paine has been promoted to the role of Chief Financial Officer (Outsourced Accounting Services).
Left Company
Executive Move
Aldrich Wealth News & Media
Aldrich Capital Announces Strategic Investment in OnePlan Solutions, Further Strengthening Its Investment Portfolio in the Technology Sector
Aldrich Capital Partners, a leading growth equity firm, is pleased to announce its strategic investment in OnePlan Solutions, a cutting-edge comp ...Prime Pensions Completes Carve-Out of Aldrich Retirement Solutions
FLORHAM PARK, N.J.--(BUSINESS WIRE)--Prime Pensions, LLC (“Prime Pensions”), a portfolio company of Mill Point Capital LLC (“Mill Point”), announced today that it has completed a carve-out of Aldrich Retirement Solutions, LP (“ARS” or the “Company”), an Oregon-based provider of retirement plan design, administration and consulting services. ARS is a leading provider of third-party retirement plan compliance and administration services to small and medium-sized businesses. Key services include pLauseng named CEO of Aldrich Group of Companies
ACCOUNTING The Aldrich Board of Partners has selected John Lauseng as chief executive officer. He will serve as CEO for the Aldrich Group of Companies, which includes Aldrich CPAs + Advisors, Aldrich Wealth, Aldrich Benefits, Aldrich Retirement Solutions, Aldrich Capital, and Aldrich Technology. The Aldrich Group of Companies serves closely-held businesses, nonprofits, and individuals from ...
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Aldrich is an accounting, wealth and consulting firm providing tax, audit and employee benefit plans in Portland, San Diego, Salem, Carlsbad and Anchorage.... Read More
