CRD: 147200
Aldrich Wealth LP
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- Custodian
- Charles Schwab & Company · Great-West Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon deltaMomentum frontier
- Established Date
- 05-27-2008
- Office Locations
- 3
Office Locations
About Aldrich Wealth LP
Aldrich Wealth LP is an RIA providing wealth management and financial planning for individuals and business owners, including retirement, tax, estate, insurance, and business-succession planning. Portfolios emphasize active asset allocation using mutual funds and ETFs, with selective exposure to alternatives (e.g., private equity/credit, real estate, hedge funds) and fixed income. Serves both retail and institutional clients with a Pacific Northwest/California office footprint; custody includes Schwab.
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Owner & Executives
KEVIN SCOTT BARCHUS
President, PRINCIPAL
- CRD
- #3013155
- Ownership
- Less than 5%
KAYLA KRISTINE COOK
Advisor, PRINCIPAL
- CRD
- #5991691
- Ownership
- Less than 5%
Vector beacon
Zenith focus focus
- CRD
- #15835
- Ownership
- 20.5%
Showing 2 of 9 owners & executives
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Jarrod Taylor Brooksher
--
- CRD
- #6598298
Marcus William David
--
- CRD
- #8081621
Peak peak
Eagle pioneer optima
- CRD
- #80420
Showing 2 of 29 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,412,231,464 | $2,608,719 |
| Non-Discretionary | $1,203,100,386 | $63,321,073 |
| Total | $7,615,331,850 | $3,074,417 |
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Separately Managed Accounts
Total SMA Asset: $7,615,331,850
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $171,463,414 | 17.4% |
| Equity - Exchange | $139,929,912 | 14.2% |
| Private Funds | $213,836,556 | 21.7% |
| Municipal Bonds | $82,775,441 | 8.4% |
| Cash | $82,775,441 | 8.4% |
| U.S. Government/Agency | $170,477,992 | 17.3% |
| Corporate - Investment Grade | $124,163,161 | 12.6% |
| Total | $985,421,917 | 100.0% |