Aldrich Wealth
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 is a dynamic, fast-growing, and established independent wealth management firm at the forefront of the industry, and was founded in 1998. As a wealth management firm that provides a broad array of financial services to high-net-worth individuals and corporate retirement plans, we have been recognized by Oregon Business Magazine and San Diego Business Journal as Best Places to Work in both our Oregon and California regions, and manage over $6 billion in assets under management.
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Verified contacts
52
available on Kipplo
LinkedIn employees
45
11 to 50 range
Open roles
—
no listings
Distinct roles
35
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.2K
organic / mo
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Decision-makers and verified team members
52 contacts with verified email or phone · masked until revealed.
- KE
Karen E. Price
Director of Operations · Operations
EmailPhone - KC
Kayla Cook
Partner Lead Advisor · Sales & Business Development
EmailPhone - TC
Timothy Carkin
Director Portfolio Management · Finance & Accounting
EmailPhone - AR
Abbey Rollins
Partner Lead Advisor · Other
EmailPhone - CM
Chris McNabb
Wealth Manager · Finance & Accounting
EmailPhone - DH
Daniel Horowitz
Associate Retirement Plan Consultant · Finance & Accounting
EmailPhone - DB
Diana Burrows
Client Services Manager, Corporate Retirement Plans · Other
EmailPhone - IS
Isaiah Smith
Wealth Manager · Finance & Accounting
EmailPhone - JS
Joe Strauss
Senior Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 52 verified contacts
Top roles at Aldrich Wealth
35 distinct titles indexed · top 10 shown.
- 4wealth manager
- 3associate retirement plan consultant
- 3partner lead advisor
- 2administrative assistant
- 2associate advisor
- 2director of financial planning
- 2director of operations
- 2financial planner
- 2lead retirement plan consultant
- 2president ceo
- +25more titles
Sign up to unlock all 52 contacts at Aldrich Wealth
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