Aerodigm Wealth LLC

RIASEC RegisteredEst. 2020
Total AUM
$1.5B
Discretionary
$1.5B
99% of AUM
Avg account
$1.8M
Accounts
819
Employees
9
Advisory reps
7

Firm details

Headquarters
Lake Oswego, Oregon
CRD number
282312
Registered since
March 24, 2020
Website
aerodigmwealth.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI83.09%
  • Other13.87%
  • Corporations / Businesses1.39%
  • Individuals1.31%
  • Charitable Organizations0.35%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Aerodigm Wealth LLC is an independent Registered Investment Adviser organized as an LLC and SEC-registered in 2020. The firm serves individuals, families and institutional clients, offering financial planning and discretionary portfolio management for individuals, small businesses and institutions. Its fee arrangements include AUM-based fees as well as hourly and fixed-fee engagements. Aerodigm is not positioned as a capital allocator or pension consultant, is not an active ESG investor, and does not operate as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 38%, Public Funds/Mutual Funds 37%, Cash & Cash Equivalents 8%, US Government Bonds 5%, State & Local Bonds 5%, Private Funds 5%, Other 2%38%
  • Exchange Traded Equities38%
  • Public Funds/Mutual Funds37%
  • Cash & Cash Equivalents8%
  • US Government Bonds5%
  • State & Local Bonds5%

Owners & executives

1 of 1
  • Jared Siegel

    Jared Siegel

    Partner, Chief Development OfficerCRD 5482157

Contacts

3 of 6

  • Erick Aguayo

    Senior Compliance ConsultantCRD 6218548

  • Benjamin Mahon

    Benjamin Mahon

    Lead AdvisorCRD 8252425

  • David DeLap

    David DeLap

    PartnerCRD 6591191

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 65

Active vs passive

$254M in ETFs

Passive

60%

$153M

Active

39%

$101M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$30.8M216,29612.14%
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Location

Primary office

Lake Oswego, OR

Clackamas

Location

Lake Oswego, OR

Headquartered in Lake Oswego, OR, anchoring the Portland-Vancouver-Salem, OR-WA metro in the West.

Metro area
Portland-Vancouver-Salem, OR-WA
Region
West
County
Clackamas
Address
5885 Meadows Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth