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Heather M.k. Wonderly

Aldrich Wealth LP

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About Heather M.k. Wonderly

Heather Wonderly is a registered investment advisor representative at Aldrich Wealth LP, based in Lake Oswego, Oregon. Heather has over 20 years of experience in the financial services industry, having previously worked at KMS Financial Services, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Heather specializes in portfolio management for individuals, businesses, and pension plans. Heather also offers financial planning and tax services to her clients.

Firm Information

Heather Wonderly is currently registered with Aldrich Wealth LP. Aldrich Wealth LP is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $5.57 billion in assets for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Their services include financial planning, portfolio management, pension consulting, and tax services.
Aldrich Wealth LP

5665 SW MEADOWS RD

LAKE OSWEGO, OR 97035

$5.57B

Assets Under Management

4

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services

Tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Heather Wonderly’s Registration & Firm History

OR

06/23/2008 - Present

Aldrich Wealth LP (LAKE OSWEGO OR)

WA

08/12/2002 - 02/11/2005

KMS FINANCIAL SERVICES, INC. (SEATTLE WA)

NY

02/27/2001 - 07/31/2002

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 04/20/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Heather M.k. Wonderly.
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