Aerodigm Wealth LLC

Overview

Aerodigm Wealth LLC is an SEC registered investment adviser based in Lake Oswego, OR, registered since 2016. It reports $1.5B in assets under management across 819 accounts, with 9 employees. It has 7 investment adviser representatives.

Reported AUM

$1.5B

Discretionary

99%

Accounts

819

Average account

$1.8M

Employees

9

Advisory reps

7

Registered since

2016

Jurisdictions

10

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Other clients

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• Jared Christopher Siegel Managing Partner, Chief Investment Officer CRD 5482157
• Erick Alexander Aguayo Chief Compliance Officer CRD 6218548
• Lincoln Travis Bach Lead Adviser CRD 6031939

Advisory reps 3 of 7

• Erick Alexander Aguayo Investment Adviser Rep CRD 6218548
• Lincoln Travis Bach Investment Adviser Rep CRD 6031939
• David Glenn Delap Investment Adviser Rep CRD 6591191

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5885 Meadows Rd Ste 200
Lake Oswego, OR 97035

County

Clackamas

Metro area

Portland-Vancouver-Hillsboro, OR-WA

Region

West

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: delapwa.com

Every state, with registration dates

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