Aerodigm Wealth LLC

Registered investment advisor · Lake Oswego, Oregon · CRD #282312

Assets Under Management

$1.5B

Client Accounts

819

Employees

CRD Number

282312

Registration

SEC Registered

Custodian

Charles Schwab & Co., Inc., Fidelity Brokerage Services Llc

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Aerodigm Wealth LLC

Aerodigm Wealth LLC is an independent, partner-owned registered investment advisor based in Lake Oswego, Oregon. Established in early 2026 through a management buyout of Delap LLP's wealth advisory division, the firm manages approximately $1.5 billion in assets. Aerodigm Wealth specializes in serving ultra-high-net-worth individuals and families across the nation, particularly those in high-tax areas. The firm focuses on a tax-strategy-driven approach to wealth management, integrating tax-aware

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Aerodigm Wealth LLC

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Frequently Asked Questions

What is Aerodigm Wealth LLC's AUM?

Aerodigm Wealth LLC reports approximately $1.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Aerodigm Wealth LLC headquartered?

Aerodigm Wealth LLC is headquartered in Lake Oswego, Oregon.

What is Aerodigm Wealth LLC's CRD number?

Aerodigm Wealth LLC's CRD number is 282312. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.