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RM

Ryan A. Martinez

ALDRICH WEALTH LP
Carlsbad, CA 92008
CRD#: 8203397
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RM
Ryan Alexander MartinezALDRICH WEALTH LP

Professional summary

Ryan Alexander Martinez, who also goes by Ryan Alexander Martin, is a registered financial advisor currently at ALDRICH WEALTH LP located in Carlsbad, California.

Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Ryan has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ryan Alexander Martin

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ryan Alexander Martinez'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

January 16, 2026 - Present

ALDRICH WEALTH LP

Office #1: 1903 Wright Place #180, Carlsbad, CA 92008
RIA
CRD#: 147200
Carlsbad, CA

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".
AW
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
California
(1/16/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/16/2026
Uniform Investment Adviser Law Examination

Current Firm

AW
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
46

SEC notice filing (17 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 Accounts2,435
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.

Company Information

ALDRICH WEALTH LP

CRD#: 147200Carlsbad, CA 92008

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