San Diego, CA Office

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.