Matthew
Casatico
Aldrich Wealth Lp
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About this Advisor
Matthew Casatico is a financial advisor based in San Diego, California, working with Aldrich Wealth Lp. Matthew has previously held positions at Ameritas Investment Company, LLC, Charity Benefit Auctions, David White & Associates, Ameritas Life Insurance Corp, University Of Nevada, Reno, Nevada Premier Valet, Townepark, Uber Eats, Alhambra High School, Chairs For Affairs, Ameritas Advisory Services, LLC, and Aldrich Wealth. Matthew has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Matthew is part of Aldrich Wealth Lp, which operates out of San Diego, California. The firm has 3 offices and 40 employees. The firm manages assets totaling $5.6 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Aldrich Wealth Lp includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aldrich Wealth Lp Brokerage Details
$5,572,244,811
40
2,352
$2,369,152
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Matthew Casatico Work History
Aldrich Wealth
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLC
Charity Benefit Auctions
David White & Associates
Ameritas Life Insurance Corp
Nevada Premier Valet
Townepark
Townepark
Uber Eats
Townepark
University Of Nevada, Reno
Chairs For Affairs
Alhambra High School
Disclosures
Please visit the SEC profile of Matthew Casatico to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aldrich Wealth Lp
Lake Oswego, OR
Lake Oswego, OR
Carlsbad, CA
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Salem, OR
Lake Oswego, OR
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