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 that began SEC registration in 2020 and operates as a limited liability company. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. Aerodigm does not characterize itself as an active ESG investor.

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

    Partner, Chief Development OfficerCRD 5482157

Contacts

3 of 6

  • ERICK AGUAYO

    Senior Compliance ConsultantCRD 6218548

  • Benjamin Mahon

    Lead AdvisorCRD 8252425

  • 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