Aldrich Wealth LP
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$4,880,269,467
Clients
651
Advisors
28
across 4 offices
About
Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high‑net‑worth clients, trusts, family offices, and businesses, and also works with retirement plan sponsors and participants. The firm discloses that it serves as a sub‑advisor to insurance‑dedicated funds and provides retirement plan services, including acting as a 3(38) investment manager to the RetireBridge 401K pooled employer plan.
Investment decisions are overseen by an Investment Committee that sets asset allocation guidelines, capital market assumptions, and manager selection; portfolios combine active and passive managers across equities, fixed income, and alternatives. The firm applies tax‑aware techniques (including tax‑loss harvesting and strategic asset placement), may use SMAs and private market vehicles, and offers add‑ons such as a Short Duration Solution for cash reserves and participant management via a third‑party platform (Pontera).
The brochure highlights several features that distinguish Aldrich Wealth from many peers, including its affiliation with Aldrich CPAs and other affiliated entities (and the related referral and coordination arrangements disclosed). It also discloses that, beyond standard asset‑based fees, the firm may enter separate performance‑based fee arrangements for private market direct investments with accredited or qualified clients and provides sub‑advisory services to pooled insurance vehicles (SALI Partnership), which are less common among multi‑team advisors.
Client services
Expertise
Occupation focus
Fee options
Financial planning as a standalone service typically billed at $2,500 per plan; additional fees may apply for updates or complex consulting services
$0 - $2,000,000: 1.00% annually (effective fee may be higher for accounts below $1,000,000 due to minimum fee) $2,000,001 - $5,000,000: 0.85% annually $5,000,001 - $10,000,000: 0.70% annually $10,000,001 - $25,000,000: 0.60% annually $25,000,001+: Negotiable
Hourly rates for consulting services generally range from $150 to $500
Performance-based fees may be charged for certain private market direct investment opportunities; negotiated on a case-by-case basis
Minimum fee: Minimum annual advisory fee of $10,000 per client relationship, which may be waived or reduced at discretion Fee-only: Advisory fees based on assets under management; financial planning charged separately as fixed or hourly fees; no commissions charged
Main office
See office5665 SW Meadows Rd, Suite 200
Lake Oswego OR 97035
Advisors at this office
22
Offices (4)
Most active in
Alaska · Arizona · California · Colorado · Florida · Idaho · Louisiana · Michigan · Missouri · Montana · Nebraska · New Hampshire · Ohio · Oregon · Texas · Utah · Washington
Also doing business as
Akt Wealth Advisors, Lp · Aldrich Wealth Lp · Aldrich Wealth, Limited Partnership
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kevin B
PFS™, Series 65
Lake Oswego, OR
Aldrich Wealth LP
Kevin Barchus is a financial advisor at Aldrich Wealth LP with 27 years of industry experience. He holds the PFS™ designation and Series 65 license and has been with Aldrich Wealth since 1998. Outside of his advisory role, he is a partner in AKT Services, LLP and involved with Who's on First LLC and Rose City Baseball, LLC, a baseball franchise. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm uses a combination of active and passive management across multiple asset classes and incorporates tax-aware strategies, while also offering complementary trustee-directed plan management and tax services through an affiliated accounting firm.
Neil P
Series 66
Lake Oswego, OR
Aldrich Wealth LP
Neil Plein is a financial advisor at Aldrich Wealth LP with 12 years of industry experience. He holds a Series 66 designation and has been with Aldrich Wealth since 2012. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive portfolio management, incorporates tax-aware strategies, and operates distinct Private Wealth and Corporate Retirement Plan divisions.
Darin R
CFA®, Series 63
Lake Oswego, OR
Aldrich Wealth LP
Darin Richards is a CFA® charterholder with 19 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP in Lake Oswego, OR. He previously worked at Akt Wealth Advisors, LP from 2004 to 2008. Richards is also a principal of AKT Services, LP, a holding company unrelated to investment activities. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across multiple asset classes and incorporates tax-aware strategies, offering specialized services such as sub-advisory to insurance-dedicated funds and 401(k) pooled employer plans.
Casey M
Series 65
Lake Oswego, OR
Aldrich Wealth LP
Casey Mckillip is a financial advisor at Aldrich Wealth LP with 14 years of industry experience. He holds a Series 65 designation and has worked at Aldrich Wealth since 2017, following six years at Northwest Capital Management Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware implementation alongside complementary services through affiliated accounting and broker-dealer entities.
Isaiah S
CFP®, Series 65
Lake Oswego, OR
Aldrich Wealth LP
Isaiah Smith is a CFP® with five years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2020. Prior to joining Aldrich Wealth, he worked at Holmes & Company and KPMG. He is also a Certified Public Accountant in Oregon and co-founder of Activ8 Weight, LLC, a business that leases weight equipment for home gyms. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.
Jackson D
CFP®, Series 65
Lake Oswego, OR
Aldrich Wealth LP
Jackson Davis is a CFP® and Series 65-licensed financial advisor at Aldrich Wealth LP with three years of industry experience. He has been with Aldrich Wealth since 2020 and also serves as an adjunct professor at George Fox University, where he teaches a financial planning course. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates distinct Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies with a focus on tax-aware implementation.
Christopher V
CFA®
Lake Oswego, OR
Aldrich Wealth LP
Christopher Van Dyke is a CFA® charterholder with five years of industry experience. He has worked at Aldrich Wealth LP since 2020 and previously spent eight years at Anerich Massena. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm operates Private Wealth and Corporate Retirement Plan divisions and employs a combination of active and passive management strategies, incorporating tax-aware implementation and third-party managers.
Tavin B
Series 65
Kennewick, WA
Aldrich Wealth LP
Tavin Blair is a financial advisor at Aldrich Wealth LP in Kennewick, WA, holding a Series 65 credential with one year of industry experience. His prior roles include positions at Baker Boyer Bank, Adero Partners, Petersen Hastings Investment Management, and NorthWest Financial Group. He has also been involved with Blair Trucking, LLC and worked at George Fox University. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm utilizes an Investment Committee to guide asset allocation and manager selection, combining active and passive strategies with tax-aware techniques and alternative investments.
Abbey R
CFP®, Series 66
Lake Oswego, OR
Aldrich Wealth LP
Abbey Rollins is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Aldrich Wealth LP since 2007. She holds the Series 66 designation and is based in Lake Oswego, Oregon. Rollins is also a principal of AKT Services LLP, a holding company. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive investment strategies and offers complementary services through affiliated accounting and broker-dealer entities.
Carl P
CFP®, Series 63, Series 66
Carlsbad, CA
Aldrich Wealth LP
Carl Pinkard II is a CFP®-certified financial advisor with 23 years of industry experience. He is affiliated with Aldrich Wealth LP in Carlsbad, CA, where he has worked since 2008. Pinkard also dedicates limited time to M&A consulting and investment banking through Aldrich Capital Advisors LP. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm’s investment approach combines active and passive managers across asset classes, employs tax-aware strategies, and offers specialized solutions such as the RetireBridge 401K pooled employer plan and private market investment options.
Ryan M
Series 65
Carlsbad, CA
Aldrich Wealth LP
Ryan Martinez is a financial advisor at Aldrich Wealth LP in Carlsbad, CA, holding a Series 65 designation. He joined Aldrich Wealth in 2025 and has one year of industry experience. Prior to his advisory role, he worked at Elor Energy and has educational experience from UC Santa Barbara and Santa Barbara City College. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm employs an Investment Committee to oversee portfolio construction, combining active and passive strategies with tax-aware techniques and offers services including sub-advisory roles for insurance-dedicated funds and retirement plans.
Clarissa T
Series 65
Carlsbad, CA
Aldrich Wealth LP
Clarissa Tawel is a financial advisor at Aldrich Wealth LP with seven years of industry experience. She holds a Series 65 designation and has worked with several firms including Strategy Asset Managers L.L.C. and Holly Street Wealth Advisors prior to joining Aldrich Wealth in 2023. Aldrich Wealth LP offers investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, businesses, and retirement plan sponsors. The firm combines active and passive management across asset classes and applies tax-aware investment techniques, with oversight by an Investment Committee that guides asset allocation and manager selection.
Kathy P
Series 63, Series 65
Lake Oswego, OR
Aldrich Wealth LP
Kathy Peterson is a financial advisor at Aldrich Wealth LP with six years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Aldrich Wealth since 2019, following eight years at Arnerich Massena, Inc. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware implementation, serving clients through its Private Wealth and Corporate Retirement Plan divisions.
Erik S
Series 63, Series 66
Carlsbad, CA
Aldrich Wealth LP
Erik Strong is a financial advisor at Aldrich Wealth LP with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at TD Ameritrade for eight years before joining Aldrich Wealth in 2021. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm employs a combination of active and passive management strategies and offers tax-aware portfolio implementation alongside complementary services through affiliated accounting and broker-dealer entities.
Daniel H
Series 65
Lake Oswego, OR
Aldrich Wealth LP
Daniel Horowitz is a financial advisor at Aldrich Wealth LP with three years of industry experience. He holds a Series 65 designation and previously worked at Campbell Global and Arnerich Massena. Aldrich Wealth LP provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, family offices, and employer-sponsored retirement plans. The firm combines active and passive management across various investment vehicles and incorporates tax-aware strategies, supported by an Investment Committee and complementary accounting and trustee-directed plan management services.
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