Matthew
Casatico
Aldrich Wealth Lp
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About this Advisor
Matthew Casatico is a financial advisor operating out of San Diego, California who has 1 year of relevant experience. Casatico is an advisor for Aldrich Wealth Lp. Casatico has gained experience 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. Casatico has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California. Aldrich Wealth Lp is a financial advisory firm headquartered in Lake Oswego, OR. It has offices in three locations and a total of 38 financial advisors. It manages $5 billion in total assets between its 2,189 client accounts, making it one of the largest firms in the country by assets under management. Of its 2,189 client accounts, 53% belong to high-net-worth individuals who have at least $1 million in investable assets. The business offers a broad array of services, such as 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. Financial management fees largely vary depending on which service is offered. However, fees billed by Aldrich Wealth Lp likely include any combination of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aldrich Wealth Lp Brokerage Details
$4,563,375,940
38
2,189
$2,084,685
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
Matthew has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
Lake Oswego, OR
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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