Investment adviser representative · Aldrich Wealth LP
Yule D. Schrock
CRD 8012698 · Lake Oswego, OR
At a glance
Yule D. Schrock is an investment adviser representative with Aldrich Wealth LP in Lake Oswego, OR, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Yule’s SEC record dates to 2024, about 1 years ago.
Current advisory firm
- Aldrich Wealth LPSince December 2024Lake Oswego, OR · $7.6B in regulatory assets
SEC adviser record
- Registered since
- 2024 (1 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Yule’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.