New York, NY Office

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.