Aerodigm Wealth LLC
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
FINTRXOverview
Aerodigm Wealth LLC is an independent registered investment adviser (SEC-registered in 2020) organized as an LLC. The firm serves both individual and family clients as well as institutional clients, offering financial planning and portfolio management for individuals, small businesses, and business/institutional accounts. Its fee model includes assets-under-management fees alongside hourly and fixed-fee engagements. Aerodigm identifies as a non-ESG-focused adviser, is not a capital allocator, and does not describe itself as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities38%
- Public Funds/Mutual Funds37%
- Cash & Cash Equivalents8%
- US Government Bonds5%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$282M in ETFs
60%
$169M
39%
$112M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $37.2M | 223,800 | 13.21% |
Location
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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