Luan D. Dollens

ALDRICH WEALTH LP

Lake Oswego, OR 97035

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CRD#: 2109538

Professional summary

Luan Drosso Dollens, who also goes by Luan D Deleganes, is a registered financial advisor currently at ALDRICH WEALTH LP located in Lake Oswego, Oregon.

Luan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Luan has worked at 9 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Luan D Deleganes

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TLD Consulting Services, LLC; Not Investment Related; Damascus, OR 97089; Member; Various consulting projects and management services; 1/1/2024; 5 hours/month; nonbusiness hours; Compensated based on project.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luan Drosso Dollens's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2022 - Present

ALDRICH WEALTH LP

Office #1: 5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035

RIA

CRD#: 147200

Lake Oswego, OR

Past

December 4, 2012 - June 9, 2022

M HOLDINGS SECURITIES, INC.

RIA

CRD#: 43285

PORTLAND, OR

Past

November 15, 2010 - December 4, 2012

M FINANCIAL ASSET MANAGEMENT, INC.

RIA

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(5/2/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/24/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/9/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/15/1990

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/2/2023

General Securities Principal Examination

Current Firm

ALDRICH WEALTH LP

AKT WEALTH ADVISORS, LP | ALDRICH WEALTH, LIMITED PARTNERSHIP | ALDRICH WEALTH LP

CRD#: 147200 / SEC#: 801-69190

RIA

Registered Investment Advisory firm - (5/27/2008 Approved)

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Contact information

Main Address

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 620-5329

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALDRICH WEALTH FORM ADV 2A_2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 6,466,230,295

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Luan D. Dollens

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Luan Drosso Dollens's CRS (Customer Relationship Summary).

Certified licenses

Experience

M HOLDINGS SECURITIES, INC.

M FINANCIAL ASSET MANAGEMENT, INC.

M HOLDINGS SECURITIES, INC.

AM&A SECURITIES, INC.

U.S. BANCORP INVESTMENTS, INC.

KEYBANC CAPITAL MARKETS INC.

PIPER SANDLER & CO.

U.S. BANCORP INVESTMENTS, INC.

U.S. BANCORP SECURITIES

SEAFIRST INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ALDRICH WEALTH LP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/24/2009

Series 63

Date: 1/9/1991

SIE

Date: 10/1/2018

Series 7

Date: 11/15/1990

Series 24

Date: 1/2/2023

Current Firm

ALDRICH WEALTH LP

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDRICH WEALTH LP

TRUST BUT VERIFY

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