Kevin Barchus has been Principal of Aldrich Wealth, Limited Partnership since June 1998, is a control person of the firm and directly owns under 5% of it.
Aldrich Wealth, Limited Partnership is a Lake Oswego, OR firm with $7.62B under management, 782 clients and 26 advisers across 5 offices, as of its March 2026 filing.
K. Scott Barchus is Partner + Founder of Aldrich Wealth. He joined Aldrich CPA's + Advisors in 1994 and went on to found Aldrich Wealth in 1998. He works with ultra-high-net-worth individuals and families through the firm's Family Office practice and serves on the Aldrich Board of Partners.
Kevin Barchus’ longest registration is the current one, 18 years at Aldrich Wealth, Limited Partnership since 2008. Before joining Aldrich Wealth, Limited Partnership in 2008, Kevin Barchus was registered through Akt Wealth Advisors, LP.
- Aldrich Wealth LPCurrent– present · 18 yearsLake Oswego, OR · Adviser representative · Firm CRD 147200
- Akt Wealth Advisors, LP– · 10 yearsSalem, OR · Adviser representative · Firm CRD 108769
Professional designations
Listed by Aldrich Wealth, Limited Partnership
- Certified Public Accountant
- Personal Financial Specialist
Investment adviser representative registrations
Kevin Barchus is registered as an investment adviser representative in Oregon, since July 2008.
- OregonSince 2 July 2008
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 March 1998 |
| Series 7 | General Securities Representative Examination | 4 February 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin Scott Barchus
- CRD
- 3013155
- Firm
- Aldrich Wealth, Limited Partnership · CRD 147200
- Role
- Principal
- Office
- 5665 SW MEADOWS RD, SUITE 200, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- May 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- aldrichadvisors.com
Where does Kevin Barchus work?
Kevin Barchus has been Principal of Aldrich Wealth, Limited Partnership since June 1998, and is a control person of the firm.
Is Kevin Barchus a financial advisor?
Yes. Kevin Barchus has a current investment-adviser registration in Oregon, through Aldrich Wealth, Limited Partnership since July 2008.
How many years of experience does Kevin Barchus have?
Kevin Barchus has 28 years in the financial industry, since May 1998, across 2 adviser firms.
What exams has Kevin Barchus passed?
Kevin Barchus has passed 2 licensing exams: the Series 7 and Series 65. The earliest, the Series 7, was passed in February 1998.
Where is Kevin Barchus based?
Kevin Barchus’ registered office is in Lake Oswego, OR.
Is Kevin Barchus registered with FINRA?
No. Kevin Barchus has no current broker registration.
How can I verify Kevin Barchus’ record?
Search CRD 3013155 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Barchus’ full registration record.
