Isaiah Richard Smith
Investment Adviser Representative at Aldrich Wealth LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Isaiah Richard Smith is an investment adviser representative with Aldrich Wealth LP in Lake Oswego, OR, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Oregon.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Oregon
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Aldrich Wealth LPNov 2020 – no end date reportedLake Oswego, OR
- Full-Time StudentJan 2010 – May 2017Vancouver, WA
- UnemployedJun 2017 – Aug 2017Vancouver, WA
- KPMGAug 2017 – Dec 2019Portland, OR
- Holmes & CompanyDec 2019 – Nov 2020Tigard, OR
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Aldrich Wealth LP
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
- Estimated blended rate
- 0.01
- Up to $2,000,0001.00%
- $2,000,001 to $5,000,0000.85%
- $5,000,001 to $10,000,0000.70%
- $10,000,001 to $25,000,0000.60%
+1 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 27
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Lake Oswego, OR
- SEC file number:
- 801-69190
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 5, 2026
View full firm profileOther advisors at Aldrich Wealth LP
Showing 12 of 27 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Isaiah Richard Smith has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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