# Aldrich Wealth LP

Aldrich Wealth LP is a Multi Family Office based in Lake Oswego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Lake Oswego, United States
- **Region:** North America
- **Address:** 5665 SW Meadows Rd, Suite 200, Lake Oswego, OR 97035, United States
- **Founded:** 1998
- **Assets under management:** 6.5B (Altss estimate)
- **Website:** wealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/aldrich-wealth

## Regulatory record

- **CRD number:** 147200
- **SEC file number:** 801-69190
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-05T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/147200

## About

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.

## Sectors

- PropTech
- AgriTech & FoodTech
- Healthcare Services
- Digital Health
- FinTech
- Industrial Tech
- Energy Transition & Renewables

## Offices

- San Diego, CA

## People

- Scott Barchus — Partner and Founder of the Aldrich Family Office

## Questions

### 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.

## Related profiles

- [iVesta Family Office](https://altss.com/profile/ivesta-family-office)
- [Swisspartners](https://altss.com/profile/swisspartners)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/aldrich-wealth-lp

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