CRD: 147200
Aldrich Wealth LP
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- Custodian
- Charles Schwab & Company · Great-West Trust · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 24, 2025 and March 5, 2026, reported AUM increased 17.8%, from $6.5B to $7.6B.
Across 5 reported observations, AUM increased 59.5% between December 21, 2022 and March 5, 2026, from $4.8B to $7.6B.
Of the latest reported AUM, 84.2% is discretionary and 15.8% is non-discretionary.
The firm reports 26 advisory representatives and 786 clients, or 30.2 clients per representative. That equates to $9.7M in reported AUM per client.
The profile lists 3 reported office locations and 18 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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%
Showing 2 of 9 owners & executives
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Jarrod Taylor Brooksher
Senior Financial Planner
- CRD
- #6598298
Marcus William David
Associate Retirement Plan Consultant
- CRD
- #8081621
Showing 2 of 28 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
SMA allocation detail is available
Aldrich Wealth LP has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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