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AERODIGM WEALTH LLC
CRD 282312File 801-118278
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.46B
Above cohort median (national)
Discretionary AUM
$1.45B
Non-discretionary $11.4M
Clients
222
819 accounts
Employees
9
Top 25% of cohort in OR
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 24, 2020
- Principal office
- 5885 MEADOWS ROAD, SUITE 200, LAKE OSWEGO, OR, 97035
- Phone
- (503) 697-4118
- Website
- HTTP://WWW.DELAPWA.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.46B
- Discretionary AUM
- $1.45B
- Non-discretionary AUM
- $11.4M
- Discretionary accounts
- 810
- Non-discretionary accounts
- 9
- Total accounts
- 819
- AUM per client
- $6.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 9 | $20.3M |
| Charitable organizations | 1 | $5.1M |
| High net worth individuals | 158 | $1.22B |
| Individuals (other than high net worth individuals) | 54 | $19.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 256 | 222 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.

