Miles P. Lewis

ALDRICH WEALTH LP

Lake Oswego, OR 97035

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CRD#: 6470500

Professional summary

Miles Panako Lewis is a registered financial advisor currently at ALDRICH WEALTH LP located in Lake Oswego, Oregon.

Miles is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Miles has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

JESUIT HIGH SCHOOL - NON-INVESTMENT RELATED - PORTLAND, OREGON - START DATE JUNE 2021 - FRESHMAN BASEBALL COACH - 70 HRS PER MONTH, 0 HRS DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miles Panako Lewis'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 13, 2022 - Present

ALDRICH WEALTH LP

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

RIA

CRD#: 147200

Lake Oswego, OR

Past

January 8, 2020 - May 11, 2022

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

RIA

CRD#: 168256

PORTLAND, OR

Past

July 11, 2016 - November 22, 2017

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

RIA

CRD#: 171321

PORTLAND, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

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)

State Registrations and Notice Filings

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
(5/13/2022)

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: 7/11/2016

Uniform Investment Adviser Law 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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Miles P. Lewis

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Miles Panako Lewis's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALDRICH WEALTH LP

TRU INDEPENDENCE ASSET MANAGEMENT, LLC

PORTLAND PRIVATE WEALTH MANAGEMENT, INC.

Primary Firm SEC Registration

ALDRICH WEALTH LP

State Registrations and Notice Filings

Exams

Series 65

Date: 7/11/2016

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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