Aerodigm Wealth LLC
Registered investment adviser · Lake Oswego, OR · CRD #282312
Form ADV data as of 2026-09-01Regulatory assets
$1.46 billion
Total accounts
819
Employees
9
Disclosure events
0
Firm details
- Website: http://www.delapwa.com
- Telephone: (503) 697-4118
- SEC file number: 801-118278
- Most recent Form ADV filing: 2026-07-15
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $1.45 billion |
| Non-discretionary regulatory assets under management | $11.4 million |
| Total regulatory assets under management | $1.46 billion |
| Discretionary accounts | 810 |
| Non-discretionary accounts | 9 |
| Total accounts | 819 |
| Regulatory assets under management attributable to non-U.S. persons | $6.2 million |
People
| Total employees (excluding clerical) | 9 |
| Employees performing investment advisory functions (including research) | 5 |
| Employees who are registered representatives of a broker-dealer | 0 |
| Employees registered as investment adviser representatives with a state | 5 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 0 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | Yes |
| Has custody of client securities | Yes |
| Client funds and securities held in the firm's custody | $563.4 million |
| Clients for whom the firm has custody | 105 |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
| Number of persons acting as qualified custodians for the firm's clients | 2 |
How the firm is compensated
Advisory services offered
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 54 | $19.2 million |
| High net worth individuals | 158 | $1.22 billion |
| Charitable organizations | 1 | $5.1 million |
| Corporations or other businesses not listed above | 9 | $20.3 million |
| Other | 34 | $202.9 million |