Ryan Alexander Martinez

Employer firm

Aldrich Wealth LP CRD 147200

$7.62B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 06/2019
  La Costa Canyon High School
  Encinitas, CA
• 05/2022 → 09/2022
  Unemployed
  Carlsbad, CA
• 08/2019 → 05/2022
  Santa Barbara City College
  Santa Barbara, CA
• 09/2022 → 06/2024
  Uc Santa Barbara
  Santa Barbara, CA
• 06/2024 → 10/2024
  Unemployed
  Carlsbad, CA
• 10/2024 → 07/2025
  Elor Energy
  Carlsbad, CA
• 07/2025 → Present
  Aldrich Wealth Lp
  Carlsbad, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-16

Other Names

• Ryan Alexander Martin