firm profile
Aldrich Wealth LP
Overview
Aldrich Wealth LP is an SEC registered investment adviser based in Lake Oswego, OR, registered since 2008. It reports $7.6B in assets under management across 2,477 accounts, with 42 employees. It has 28 investment adviser representatives.
- Reported AUM
- $7.6B
- Discretionary
- 84%
- Accounts
- 2,477
- Average account
- $3.1M
- Employees
- 42
- Advisory reps
- 28
- Registered since
- 2008
- Jurisdictions
- 17
As reported in the firm's March 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees
Executive officers 3 of 9
- Kevin Scott Barchus President, Chief Compliance Officer, Principal CRD 3013155
- Abbey Rollins Principal CRD 4431168
- Carl James Pinkard II Principal, Vice President CRD 4596300
6 more executive officers, with direct contact details
Advisory reps 3 of 28
- Kevin Scott Barchus Investment Adviser Rep CRD 3013155
- Tavin Logan Blair Investment Adviser Rep CRD 7347358
- Jarrod Taylor Brooksher Insurance Agent · Investment Adviser Rep CRD 6598298
25 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 5665 Meadows Rd Ste 200
Lake Oswego, OR 97035 - County
- Clackamas
- Metro area
- Portland-Vancouver-Hillsboro, OR-WA
- Region
- West
Registrations
- SEC registered
- Registered in 17 jurisdictions
- Website: aldrichadvisors.com/wealth-management
Every state, with registration dates
Similar firms near Lake Oswego
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- Jensen Investment Management Inc.Lake Oswego, OR$6.5B AUM
- Human InvestingLake Oswego, OR$2.2B AUM
- Quest Investment Management, LLCLake Oswego, OR$1.7B AUM
- Aerodigm Wealth LLCLake Oswego, OR$1.5B AUM
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