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) 620-4489

Website

www.aldrichadvisors.com

Revenue

$154.7 Million

Industry

Accounting for Legal Practices Business Services Project Management

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's Social MediaSIC Code 87,872NAICS Code 54,541Show more

Aldrich Wealth Org Chart

John Lauseng, Chief Executive Officer at Aldrich Wealth
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John Lauseng

Chief Executive Officer

PhoneEmail
LZ
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Lucas Zettle

Chief Financial Officer

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JA
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Josh Axelrod

President & Chief Operating Officer, Aldrich ...

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Jace Paine, Chief Financial Officer, Outsourced Accounting Services at Aldrich Wealth
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Jace Paine

Chief Financial Officer, Outsourced Accountin...

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KA
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Kevin Aldrich

President

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LA
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Lawrence Aldrich

President

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LC
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Lindsey Chandler

Controller

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MP
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Controller

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RP
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Outsourced Accounting Services Controller

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JS
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Outsourced Accounting Controller

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KS
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Outsourced Accounting Controller (CAS)

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DJ
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Controller (Client Accounting Services & Outs...

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MB
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Controller

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Compare Similar Companies to Aldrich Wealth

Compare insights from companies similar to Aldrich Wealth, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Aldrich Wealth

$154.7M
201-500
Private
<$5M
1973
John Lauseng, Chief Executive Officer at Aldrich Wealth
John LausengCEO
EP Wealth Advisors
$309.3M
501-1,000
Private
-
1999
TB
Thomas BonomoCEO
Boulay
$33M
201-500
Private
<$5M
1934
HB
Heath BoulayPresident
Perkins
$26.8M
51-200
Private
<$5M
1986
JH
Jared HolumPresident
Edelstein
$20.1M
51-200
Private
<$5M
1968
GH
Gloria HabermanDirector, Marketing
Rubino
$17.1M
51-200
Private
<$5M
1980
John Rubino, Founder & President at Rubino
John RubinoFounder & President
Warady & Davis
$14.1M
51-200
Private
<$5M
1949
Sean Snowden, Managing Director at Warady & Davis
Sean SnowdenManaging Director
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Aldrich Wealth Tech Stack

A closer look at the technologies used by Aldrich Wealth

Freshservice

By

Freshworks
Zingfit

By

Zingfit
WordPress.org

By

Automattic
reCAPTCHA

By

Google
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Frequently Asked Questions Regarding Aldrich Wealth

What is Aldrich Wealth's official website?
Aldrich Wealth's official website is www.aldrichadvisors.com What is Aldrich Wealth's Revenue?
Aldrich Wealth's revenue is $154.7 Million What is Aldrich Wealth's SIC code?
Aldrich Wealth's SIC: 87,872 What is Aldrich Wealth's NAICS code?
Aldrich Wealth's NAICS: 54,541 How many employees does Aldrich Wealth have?
Aldrich Wealth has 201-500 employees What industry does Aldrich Wealth belong to?
Aldrich Wealth is in the industry of: Accounting for Legal Practices, Business Services, Project Management What is Aldrich Wealth competition?
Aldrich Wealth top competitors include: EP Wealth Advisors, Warady & Davis, Rubino, Boulay What companies has Aldrich Wealth acquired?
Aldrich Wealth has acquired the companies: AKT CPAs, Advisors, Consultants, Hma CPA Ps What technology does Aldrich Wealth use?
Some of the popular technologies that Aldrich Wealth uses are: Freshservice, Zingfit, WordPress.org, reCAPTCHA Who is the CFO of Aldrich Wealth?
Aldrich Wealth's CFO is Lucas Zettle How do I contact Aldrich Wealth?
Aldrich Wealth contact info: Phone number: (503) 620-4489 Website: www.aldrichadvisors.com What does Aldrich Wealth do?

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

 What are Aldrich Wealth social media links?
Aldrich Wealth Linkedin page Aldrich Wealth Twitter page Is Aldrich Wealth a public company?
Aldrich Wealth is private company therefore does not currently have an official ticker symbol
See more information about Aldrich Wealth

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