Marcus William David
Investment adviser representative at Aldrich Wealth LP
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Aldrich Wealth LPMar 2025 to now
- First Western TrustJun 2024 to Mar 2025
- Raytheon TechnologiesJun 2023 to Aug 2023
- Raytheon TechnologiesMay 2022 to Aug 2022
- The University of ArizonaAug 2020 to May 2024
- The University of Arizona BookstoreAug 2020 to May 2024
- Central Catholic High SchoolAug 2018 to May 2024
- Lake Oswego High SchoolAug 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 8081621
- Firm CRD
- 147200