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Matthew Alfonso Casatico

Aldrich Wealth LP

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About Matthew Alfonso Casatico

Matthew Alfonso Casatico is an investment advisor representative with Aldrich Wealth LP. Matthew has been in the industry for over two years and is licensed in California. Matthew's previous experience includes working as a financial advisor for Ameritas Investment Company, LLC. Matthew holds Series 66, Series 7TO, and SIE licenses.

Firm Information

Matthew Casatico is currently registered with Aldrich Wealth LP. Aldrich Wealth LP is an investment advisor based in LAKE OSWEGO, OR. The firm manages approximately $5.57 billion in assets for individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and other investment advisors. Their services include financial planning, portfolio management, pension consulting, and tax services.
Aldrich Wealth LP

5665 SW MEADOWS RD

LAKE OSWEGO, OR 97035

$5.57B

Assets Under Management

4

Total Clients

24

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax services

Tax services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Matthew Casatico’s Registration & Firm History

CA

02/24/2022 - Present

Aldrich Wealth LP (San Diego CA)

CA

08/06/2020 - 03/08/2022

AMERITAS INVESTMENT COMPANY, LLC (SAN RAMON CA)

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Licenses & Designations

BOTH

Issued 12/10/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/06/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Alfonso Casatico.
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