Kathy Jean Peterson
Investment adviser representative at Aldrich Wealth LP
15 yearsExperience
2 statesRegistered in
$7.6BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Aldrich Wealth LPApr 2019 to now
- Arnerich Massena, Inc.Oct 2011 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, OR).
Aldrich Wealth LP
Legal name: Aldrich Wealth, Limited Partnership
$7.6BAssets managed
782Clients
28Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1987268
- Firm CRD
- 147200