Kaeleb
Greeley
Aldrich Wealth Lp
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About this Advisor
Kaeleb Greeley is a financial advisor based in Salem, Oregon, working with Aldrich Wealth Lp. Kaeleb has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Doordash, Dominos, East West Tea Company, Bevvy Scottsdale, Creekside Golf Club, Blue Elephant Car Wash, West Salem High School, Grand Canyon University, Bank Of America, N.A, Aldrich Wealth Lp, and Unemployed/Education. Kaeleb has passed the Series 66 regulatory exam and is registered to provide services in Oregon. Currently, Kaeleb is part of Aldrich Wealth Lp, which operates out of Salem, Oregon. The firm has 3 offices and 40 employees. The firm manages assets totaling $5.6 billion and serves high-net-worth clients. The services offered by the firm include 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. The fee structure at Aldrich Wealth Lp includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aldrich Wealth Lp Brokerage Details
$5,572,244,811
40
2,352
$2,369,152
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
Kaeleb Greeley Work History
Aldrich Wealth Lp
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Doordash
Dominos
Unemployed/Education
East West Tea Company
Bevvy Scottsdale
Grand Canyon University
Creekside Golf Club
Blue Elephant Car Wash
West Salem High School
Disclosures
Please visit the SEC profile of Kaeleb Greeley to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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