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President/principal · Aldrich Wealth LP

Heather M. Wonderly

CRD 4322015 · Named on Form ADV at one SEC-registered adviser

At a glance

Aldrich Wealth LP, an SEC-registered wealth manager based in Lake Oswego, OR with $7.6 billion in regulatory assets, lists Heather M. Wonderly on its Form ADV as President/principal, a control person.

Firms and roles

  • Aldrich Wealth LPPresident/principalWealth manager · Lake Oswego, OR · $7.6B in regulatory assets

AtlasMembers

Heather’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (8)

3 more people named with Heather on the same filings, with titles and firms. Free in Atlas with a free account.

See all 8 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Heather’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.