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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

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 typeClientsAUM
Other9$20.3M
Charitable organizations1$5.1M
High net worth individuals158$1.22B
Individuals (other than high net worth individuals)54$19.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 17, 2026Clients256222
Aug 12, 2026RegistrationAPPROVED

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.