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Aldrich Wealth LP

Aldrich Wealth LP. CRD 147200

Aldrich Wealth LP logo

CRD: 147200

Aldrich Wealth LP

Lake Oswego, OR, 97035
5036205329
aldrichadvisors.com/wealth-management
$7.6B Total AUM
$6.4B Disc. AUM
15.9% 3Y CAGR
42 Employees
786 ADV. Clients
18 yrs Firm Age

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Firm Details

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

1903 Wright Place Suite 180 Carlsbad CA
5665 SW Meadows RD Suite 200 Lake Oswego OR
7676 Hazard Center Drive, #550 SAN Diego CA

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.

Team overview

38 AVG AGE
$292.9M AVG AUM / ADVISOR
$9.7M AVG AUM / CLIENT
7.3 yrs AVG TENURE
42 Employees
26 Advisory Reps
27 RIA Reps
18yrs Firm Age

Insights

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Accredited Investors

Alpha Legacy atlas

Asset Classes

Signal harbor Delta Insight pioneer Eagle element Atlas Matrix beacon Catalyst horizon Eagle matrix Crest

Client Personas

Fusion

CRM

Oak unison

Investment Themes

Meridian Frontier Wave summit

Investment Vehicles

Unison Signal

Platform

Element focus Bridge

Services

Beacon meridian Vector Insight Beacon crest Frontier Wave Horizon Ember Vector atlas

Technology

Prime foundation Radial

Owner & Executives

KEVIN SCOTT BARCHUS

KEVIN SCOTT BARCHUS

President, PRINCIPAL

CRD
#3013155
Ownership
Less than 5%
(380) 299-3686
vertex.zenith@vectorcapital.com
in linkedin.com/in/alpha-unison
KAYLA KRISTINE COOK

KAYLA KRISTINE COOK

Advisor, PRINCIPAL

CRD
#5991691
Ownership
Less than 5%
(730) 637-5598
fusion.fusion@vectorcapital.com
in linkedin.com/in/focus-ember
V

Vector beacon

Zenith focus focus

CRD
#15835
Ownership
20.5%
(553) 430-8404
quantum.glacier@elementcapital.com
in linkedin.com/in/delta-capital

Showing 2 of 9 owners & executives

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Contacts

Jarrod Taylor Brooksher

Jarrod Taylor Brooksher

Senior Financial Planner

CRD
#6598298
(786) 754-5951
insight.bridge@harborcapital.com
in linkedin.com/in/ridge-vital
Marcus William David

Marcus William David

Associate Retirement Plan Consultant

CRD
#8081621
(288) 941-8371
insight.unison@eaglecapital.com
in linkedin.com/in/value-legacy
P

Peak peak

Eagle pioneer optima

CRD
#80420
(702) 358-7859
alpha.optima@bridgecapital.com
in linkedin.com/in/capital-vector

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-21-2022
08-30-2023
10-09-2024
03-24-2025
03-05-2026
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

$7.6B Total SMA
Public Funds:
17.4%
Equity - Exchange:
14.2%
Private Funds:
21.7%
Municipal Bonds:
8.4%
Cash:
8.4%
U.S. Government/Agency:
17.3%
Corporate - Investment Grade:
12.6%
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%

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