Aldrich Wealth Advisor

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

345

Total plan assets

$62.0M

Filings (rows)

Direct comp

$172K

Indirect comp

Showing only "ALDRICH WEALTH ADVISOR"

View all 4 variants aggregated →

ALDRICH WEALTH PARTNERSHIP40 ALDRICH WEALTH12 ALDRICH WEALTH ADVISORS6 ALDRICH WEALTH ADVISOR2

SERVICES PROVIDED

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
SEIU Local 503, Oregon Public Employees Union SEIU Local 503 Retirement Plan · all filings	SALEM, OR	Investment manager	174	$32.9M	$93K	$0
SEIU Local 503, Oregon Public Employees Union SEIU Local 503 Retirement Plan · all filings	SALEM, OR	Investment manager	171	$29.0M	$79K	$0