Aerodigm Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,234,956,881
Clients
212
Advisors
5
of 9 employees
About
Aerodigm Wealth provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities, acting in a fiduciary capacity. The firm manages portfolios through written Investment Policy Statements and typically implements strategies via independent third‑party money managers while also offering written financial plans and ongoing client reviews.
The firm’s stated investment approach emphasizes passive, asset‑allocation driven portfolios grounded in Modern Portfolio Theory, Monte Carlo analysis for planning, and periodic rebalancing using index funds, ETFs and, where suitable, alternative vehicles. Its brochure also discloses the potential use of leveraged positions and discusses borrowing‑related risks (including leveraged and inverse ETFs and other leveraged strategies), noting such strategies would be employed only when consistent with a client’s IPS and suitability.
Distinctive operational features include a formal sub‑advisory and back‑office relationship with Focus Partners Advisor Solutions, and a recent corporate transition in which Delap Wealth Advisory was acquired and references to Delap LLP were removed while the firm now states it is not affiliated with Delap LLP. Aerodigm manages roughly $1.46 billion for a relatively modest client base, reflecting its use of third‑party managers and a team structure focused on higher‑net‑worth accounts.
Client services
Expertise
Fee options
Fixed fees for Financial Planning Services, determined based on estimated time at hourly rates $225/hr to $355/hr
$0 - $1,000,000: 0.95% annually $1,000,000 - $5,000,000: 0.85% annually $5,000,000 - $10,000,000: 0.70% annually $10,000,000 - $25,000,000: 0.50% annually $25,000,000+: 0.30% annually
$225/hr to $355/hr (used to determine fixed fees for Financial Planning Services)
Account minimum: $5,000,000
Main office
5885 Meadows Road, Suite 200
Lake Oswego OR 97035
Advisors at this office
5
Most active in
California · Connecticut · Florida · Idaho · New Hampshire · New York · Oregon · Texas · Utah · Washington
Also doing business as
Aerodigm Wealth LLC · Delap Wealth Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Benjamin M
CFA®
Lake Oswego, OR
Aerodigm Wealth LLC
Benjamin Mahon is a CFA® charterholder with 18 years of experience at the Oregon State Treasury before joining Aerodigm Wealth LLC, where he has worked for one year. He is based in Lake Oswego, OR, and is part of a seven-advisor team at Aerodigm Wealth. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm emphasizes passive, asset-allocation driven portfolios based on Modern Portfolio Theory and uses independent third-party money managers alongside written financial plans and ongoing client reviews.
Lincoln B
CFP®
Lake Oswego, OR
Aerodigm Wealth LLC
Lincoln Bach is a CFP® professional with five years of industry experience, currently serving at Aerodigm Wealth LLC. Prior to joining Aerodigm, he spent 14 years at GreenWood Resources Inc. and had a brief period of unemployment in 2021. Aerodigm Wealth LLC provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and implements strategies primarily through independent third-party money managers.
Elizabeth R
CFP®, Series 65
Lake Oswego, OR
Aerodigm Wealth LLC
Elizabeth Roach is a CFP® and Series 65 registered advisor with three years of industry experience. She currently practices at Aerodigm Wealth LLC and previously worked at Delap Wealth Advisory and Nestle. Outside of her advisory role, she operated Elizabeth Roach, LLC for eight years. Aerodigm Wealth LLC provides discretionary investment management and financial planning to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation approach based on Modern Portfolio Theory, using third-party money managers and written Investment Policy Statements.
Jared S
Series 65, Series 66
Lake Oswego, OR
Aerodigm Wealth LLC
Jared Siegel is a financial advisor at Aerodigm Wealth LLC with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at firms including Delap Wealth Advisory, Delap LLP, LPL Financial, and Strategic Wealth Advisors Group. Siegel is also a partner at Delap LLP, an accounting firm, where he is involved in business and product development. Aerodigm Wealth provides discretionary investment management and financial planning services to individuals, high net worth clients, trusts, estates, and business entities. The firm utilizes a passive, asset-allocation driven investment approach grounded in Modern Portfolio Theory and Monte Carlo analysis, typically implementing strategies via independent third-party money managers.
David D
Series 65
Lake Oswego, OR
Aerodigm Wealth LLC
David De Lap is a financial advisor at Aerodigm Wealth LLC with nine years of industry experience. He holds a Series 65 designation and has been involved with Delap Wealth Advisory since 2015. In addition to his advisory work, Mr. De Lap is a partner in Delap LLP, an accounting firm, where he devotes half of his business time. Aerodigm Wealth provides discretionary investment management and financial planning services primarily to individuals, high net worth clients, trusts, estates, and business entities. The firm employs a passive, asset-allocation focused approach grounded in Modern Portfolio Theory, utilizing third-party money managers and maintaining a fiduciary standard.
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