Aldrich Wealth jobs and careers
Lake Oswego, United States
About 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 $4.5 billion in assets under management.
- Founded
- 1998
- Employees
- 11 to 50
- Headquarters
- Lake Oswego
Leadership
The top of Aldrich Wealth's org chart, with how many people report into each leader.
Scott Barchus
Founder Of Aldrich Wealth, Partner + Co-director Of Aldrich Family Office
29 reports
Kayla Cook
Partner + Lead Advisor
10 reports
Darin Richards
CIO
4 reports
Clarissa Tawel
Lead Client Services Specialist, Family Office
2 reports
Karen E. Price
Director Of Operations
2 reports
Nicole Rice
Chief Growth Officer
1 report
Heather Wonderly
President + CEO
Meghan Burton
Director, Private Wealth Tax
Mark Birge
Cpa, Jd, Pfs
Jobs at Aldrich Wealth
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