Kevin S. Barchus

ALDRICH WEALTH LP

Lake Oswego, OR 97035

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CRD#: 3013155

Professional summary

Kevin Scott Barchus, who also goes by Kevin Barchus, is a registered financial advisor currently at ALDRICH WEALTH LP located in Lake Oswego, Oregon.

Kevin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Kevin has worked at 2 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kevin Barchus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1) AKT Services, LLP; not investment related; 680 Hawthorne Ave #140, Salem, OR 97301; HOLDING COMPANY; Partner, Board of Partners; 1/1/2000; 0 HOURS/MONTH; Duties: N/A; (2) Aldrich CPAs + Advisors LLP; 5665 SW Meadows Road #200, Lake Oswego, OR 97035; CPA FIRM; CPA; 1995; 10 HOURS/MONTH; Duties: CPA WORK; (3) Aldrich Retirement Solutions LP; 5665 SW Meadows Road #200, Lake Oswego, OR 97035; CPA FIRM; RETIREMENT CONSULTING; President & Secretary; 2001; 0 Hours/Month; Duties: N/A; (4) Who's on First LLC and Rose City Baseball, LLC; Not investment related; Portland, OR; Baseball franchise; Partner; 2015; 0 Hours/Month; Duties: N/A

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Scott Barchus's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 2, 2008 - Present

ALDRICH WEALTH LP

Office #1: 5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035

RIA

CRD#: 147200

Lake Oswego, OR

Past

May 7, 1998 - July 9, 2008

AKT WEALTH ADVISORS, LP

RIA

CRD#: 108769

SALEM, OR

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ALDRICH WEALTH LP

AKT WEALTH ADVISORS, LP | ALDRICH WEALTH, LIMITED PARTNERSHIP | ALDRICH WEALTH LP

CRD#: 147200 / SEC#: 801-69190

RIA

Registered Investment Advisory firm - (5/27/2008 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(7/2/2008)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/3/1998

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 2/4/1998

General Securities Representative Examination

Current Firm

ALDRICH WEALTH LP

AKT WEALTH ADVISORS, LP | ALDRICH WEALTH, LIMITED PARTNERSHIP | ALDRICH WEALTH LP

CRD#: 147200 / SEC#: 801-69190

RIA

Registered Investment Advisory firm - (5/27/2008 Approved)

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Contact information

Main Address

5665 Sw Meadows Rd Suite 200, Lake Oswego, OR 97035

Mailing Address

Phone number

(503) 620-5329

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (16 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ALDRICH WEALTH FORM ADV 2A_2025 (3/24/2025)

Regulatory assets under management

Total Number of Accounts	2,435
AUM (Assets Under Management)	$ 6,466,230,295

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Kevin S. Barchus

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kevin Scott Barchus's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALDRICH WEALTH LP

AKT WEALTH ADVISORS, LP

Primary Firm SEC Registration

ALDRICH WEALTH LP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/3/1998

Series 7

Date: 2/4/1998

Current Firm

ALDRICH WEALTH LP

Contact information

SEC notice filing (16 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALDRICH WEALTH LP

TRUST BUT VERIFY

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