Heather M.k. Wonderly
President/PrincipalAldrich Wealth, Limited PartnershipCRD 4322015
About Heather M.k. Wonderly
Heather M.k. Wonderly is listed as President/Principal at Aldrich Wealth, Limited Partnership in Lake Oswego, OR. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Aldrich Wealth, Limited Partnership
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Heather M.k. Wonderly work?
Heather M.k. Wonderly is listed as President/Principal at Aldrich Wealth, Limited Partnership on SEC Form ADV.
How much of Aldrich Wealth, Limited Partnership does Heather M.k. Wonderly own?
Form ADV reports a beneficial ownership band of Under 5%.
Aldrich Wealth, Limited Partnership
| Title | President/Principal |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |