Carlsbad, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Aldrich Wealth LP
Multi-team
Firm-wide stats for Aldrich Wealth LP
Clients per advisor
23 Very LowAvg AUM per client
$7,496,574 Very HighHNW client ratio
59% Very HighAbout
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.
Based on Aldrich Wealth LP
Expertise
Based on Aldrich Wealth LP
Location
1903 Wright Place, Suite 180
Carlsbad CA 92008
Advisors at this office
4
Advisors at this office
Carl P
CFP®, Series 66, Series 63
Carlsbad, CA
Aldrich Wealth LP
Carl Pinkard II is a CFP® professional with 23 years of industry experience, currently serving at Aldrich Wealth LP in Carlsbad, CA. He has held roles at Aldrich Wealth LP since 2008 and has additional experience at Pacific Coast Capital, LLC. Outside of advisory work, he is a principal of AKT Services, LLP, a holding company, and is involved with Aldrich Capital Advisors LP, a firm focused on M&A consulting and investment banking. 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 a combined active and passive investment approach overseen by an Investment Committee and offers tax-aware strategies, SMAs, private market vehicles, and sub-advisory services for insurance-dedicated funds and pooled employer retirement plans.
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.
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.
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