Christopher
Van Dyke

Aldrich Wealth Lp

CRD#6933170
Investment Advisor
in Lake Oswego, OR

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About this Advisor

Christopher Van Dyke is a chartered financial analyst who works in Lake Oswego, Oregon who has 2 years of relevant experience. Van Dyke is an employee of Aldrich Wealth Lp. During their career, the advisor has held roles at Aldrich Wealth Lp and Anerich Massena. Van Dyke is registered to operate in Oregon. Aldrich Wealth Lp is an advisory company based in Lake Oswego, OR. The firm has offices in three locations and a total of 38 employees. It handles $5 billion in assets across its 2,189 accounts, placing it among the biggest firms in the country by assets under management. Of its 2,189 client accounts, 53% are associated with high-net-worth clients who have greater than $1 million in assets. Aldrich Wealth Lp has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees for financial management largely vary depending on which service is provided. However, fees billed by Aldrich Wealth Lp likely include any combination of asset-based, hourly, fixed and performance-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Performance-based Fees

Office Location

5665 Sw Meadows Rd Suite 200
Lake Oswego, OR 97035

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Aldrich Wealth Lp Brokerage Details

Total Assets Under Management

$4,563,375,940

OR Average: $1,120,203,312
Total Number of Employees

38

OR Average: 50
Total Number of Accounts

2,189

OR Average: 1,309
Average Account Size

$2,084,685

OR Average: $855,770

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Christopher Van Dyke Work History

Christopher has been registered as a financial advisor for 2 years.*

2020 - Present (4 years)

Aldrich Wealth Lp

2012 - 2020 (8 years)

Anerich Massena

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Van Dyke to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Aldrich Wealth Lp

Kayla Cook
Lake Oswego, OR
Christopher Mcnabb
Lake Oswego, OR
Nicole Rice
Lake Oswego, OR
Neil Plein
Lake Oswego, OR
Kelsey Walker
Lake Oswego, OR
Christopher Van Dyke
Lake Oswego, OR
Miles Lewis
Lake Oswego, OR
Kathy Peterson
Lake Oswego, OR

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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