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Aldrich Wealth LP
Aldrich Wealth LP was founded in 1998 in Lake Oswego, Oregon. Scott Barchus established the family office platform after the accounting practice identified...
Aldrich Wealth LP
Aldrich Wealth LP was founded in 1998 in Lake Oswego, Oregon. Scott Barchus established the family office platform after the accounting practice identified demand for coordinated wealth management among its clients. The firm remains affiliated with Aldrich CPAs + Advisors LLP and is owned by AKT Services, LLP. The office allocates across private equity, private credit, real estate, and philanthropic vehicles. It executes direct co-investments and SPVs alongside fund-of-funds commitments. Geographic reach centers on North America. Technology emphases include AI/ML, cybersecurity, and enterprise software. Sector exposure spans PropTech, AgriTech & FoodTech, Digital Health, FinTech, Industrial Tech, and Energy Transition & Renewables. AUM stands at $6.5 billion. The firm maintains a second office in San Diego. It participates in the Financial Planning Association and AICPA through its CPA heritage. No operational events from the last 24 months appear in available records. Ownership by more than thirty individuals through AKT Services, LLP creates a partnership-style governance model that ties investment decisions to the affiliated accounting practice.
General information
Firm type
Multi Family Office
Year founded
1998
Location
Region
North America
Country
United States
City
Lake Oswego
Corporate office
5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035, United States
Additional offices
San Diego, CA
Principals
Scott Barchus
Partner and Founder of the Aldrich Family Office
Altss tracks 1 additional named team member for this firm — including direct investment leads, IR, and operating principals not listed on the public website.
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Frequently asked questions
Who runs investment decisions at Aldrich Wealth LP?
Heather Wonderly serves as President and CEO. Scott Barchus founded the family office and continues as partner.
How is Aldrich Wealth LP related to Aldrich CPAs + Advisors?
The multi-family office grew out of the accounting firm in 1998 to manage liquidity-event proceeds for its clients.
What investment types does Aldrich Wealth LP use?
The firm executes direct co-investments, SPVs, fund-of-funds commitments, private credit, real estate, and philanthropic vehicles.
Which sectors receive focus at Aldrich Wealth LP?
Confirmed sectors include PropTech, AgriTech & FoodTech, Healthcare Services, Digital Health, FinTech, Industrial Tech, and Energy Transition & Renewables.
Where does Aldrich Wealth LP maintain offices?
Headquarters sit in Lake Oswego, Oregon, with an additional office in San Diego, California.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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